Patrick A. Twiest

Patrick A. Twiest - ChFC®, CFP®

Director of Financial Planning

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)714-3159
Fax: (704)366-6900
E-mail:

  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

 BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom through financial planning, wealth management and protection planning. I have the skill, knowledge and 19 years of experience to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 QUALIFICATIONS

  • CERTIFIED FINANCIAL PLANNERTM practioner
  • Chartered Financial Consultant ChFC
  • 19Years in the Financial Services Industry
  • Insurance and Securities Licensed

 PERSONAL

  • Resident of  Charlotte, NC
  • Married to Holly, 4 children, 3 grandchildren
  • Enjoy history, travel, reading, food and wine
  • U of MN, Accounting

 ORGANIZATIONS

  • SardisChurchGift Trust Commission
  • ProvidenceDay SchoolAnnual Fund
  • Charlotte Chamber of Commerce
  • Financial Planning Association

PRODUCTS ANDSERVICES

  • Financial Planning
  • Investment Planning
  • Wealth Management Services
  • Managed Accounts
  • Stocks & Bonds
  • Mutual Funds
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Charitable Giving Strategies
  • Fixed and Variable Annuities
  • Disability Income Insurance
  • Health Insurance
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.   

New England Financial is the registered mark for New England Life Insurance Company (NELCIO), Boston, MA02116. Securities and investment advisory services offered through New England Securities (NES)(member FINRA/SIPC), a registered investment advisor. NELICO & NES are affiliates. Thompson Financial Group is a general agency of NELICO.