About
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 and 2024). A Charlotte native, Patrick and his wife Megan live in Waxhaw and enjoy spending time outdoors with their sons Collin and Owen, and their dog Mia.
Contact Patrick at (704) 409-2593
Education
- MBA, Wake Forest University
- BS, University of North Carolina at Charlotte,
Awards
- Forbes Top Next-Gen Best-In-State Wealth Advisors - #18 – North Carolina¹
Awarded 8/6/25 for the period 3/31/24-3/31/25.
Resources from Patrick Bobbins
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation