Contact Patrick
Team Office
Patrick’s Locations
Charlotte, NC 28211 (704) 553-8006
Hickory, NC 28602 (800) 492-1222
Patrick Bobbins
Senior Vice President, Financial Advisor
CFA®, CIMA®
About Patrick
Patrick enjoys talking with clients about their investment portfolios and understanding what level of risk is necessary to pursue their goals. From a planning perspective, Patrick focuses on the goals of the client at every stage of life with a focus on risk and tax management. He also works with small business owners to provide advice for working “on their business” instead of “in their business.” As part of the Carroll Team at Wealth Enhancement, his responsibilities include monitoring and managing investments in client accounts and leading the local investment team. In addition, Patrick has been recognized on Forbes Best in State Next Generation Advisors (2023, 2024, 2025). A Charlotte native, Patrick, and his wife Megan live in Waxhaw and enjoy spending time outdoors with their two boys Collin and Owen, daughter Hannah, and their dog Mia.
Education
- MBA, Wake Forest University
- BS, University of North Carolina at Charlotte
Awards & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
Forbes Best-In-State Wealth Advisors (2026)
Forbes
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Forbes
2024
Forbes Top Next-Gen Wealth Advisors Best-In-State (2024)
Forbes
2023
Forbes Top Next-Gen Wealth Advisors Best-In-State (2023)
Forbes
Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
Pulled In Two Directions April 2026
34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
Patrick Bobbins Named to Forbes 2024 List of Top Next-Gen Wealth Advisors Best-In-State
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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