Brian E. Patterson <br> RICP

Brian E. Patterson
RICP

Founder & President

Retirement Planning Specialist

At Retirement Group

I was born and raised in Newburgh, NY and graduated from Mt. St. Mary College with a degree in Accounting in 1997.  My career began as a Mutual Fund Analyst at EQ Financial (name changed to AXA Advisors in 2001) in New York in November, 1998, where I would spend three years in our back office gaining the education and knowledge necessary to begin my asset management practice.

In April, 2002,  I changed roles and moved to the Woodbridge, NJ branch of AXA Advisors as a Financial Consultant. I accepted the role of Branch Asset Manager in January, 2005 and have served as the Asset Mangement Specialist for AXA Advisors' New Jersey Branches in Morristown, Wall and Woodbridge since that time.  In this role, in addition to managing my private practice, I've had the priviledge of  meeting on a regular basis with other AXA Financial Professionals, assisting them in the management of their customer relationships as well as the associated investment portfolios. 

With development and growth comes change.  In November, 2014 I founded Ascendancy Wealth Management LLC.  The company was founded first and foremost to provide a premier service model to our current customers as well as our potential and future customers.   Through our relationships with Linsco Private Ledger, AXA Network, AB Global, and many other mutual fund and private mangement companies we have only enhanced our asset management process and ability to provide the best recommendations to those who seek our advice and counseling.

I am a current active member of the Society of Financial Services Professionals, an organization I first joined in 2006.

My wife Lisa, daughter Sophia, son Aiden and I currently reside in Ocean, New Jersey.

 

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-326-5214
Fax 732-326-5295
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