Lee Patterson, CLTC, CLU, ChFC

Lee H. Patterson Jr. is a Financial Advisor and District Director at Northwestern Mutual with a distinguished career in wealth management and financial planning.12 Here's an overview of his professional profile:

Professional Background

Lee Patterson joined Northwestern Mutual in 2004 and has since built a successful career helping individuals achieve their financial goals.4 He holds several professional designations, including:

• CLTC (Certified in Long-Term Care)
• CLU (Chartered Life Underwriter)
• ChFC (Chartered Financial Consultant)

These credentials demonstrate his expertise in various aspects of financial planning and wealth management.2

Role and Responsibilities

As a Wealth Management Financial Advisor, Lee partners with Northwestern Mutual to provide comprehensive financial services to his clients.2 His responsibilities likely include:

• Developing personalized financial strategies
• Offering investment advice
• Assisting with retirement planning
• Providing insurance solutions

Personal Background

Lee Patterson is a first-generation American born in Queens, New York, and is the oldest of four boys. His family later moved to Arizona, which likely influenced his career path.6

Philanthropy

Patterson is involved in charitable work, particularly in supporting childhood cancer research and treatment. He expresses pride in helping to accelerate the search for better childhood cancer treatments while supporting families undergoing treatment and survivors dealing with late effects.3

Career Development

In his role as District Director, Lee is actively involved in talent acquisition and development within Northwestern Mutual. He often shares insights about career opportunities and changes in the financial industry through his professional network.5

Lee Patterson's LinkedIn profile (username: lee-patterson-cltc-clu-chfc-44b10611) serves as a platform for him to share professional updates, industry insights, and career opportunities within Northwestern Mutual.45