Steven A. Patton
Steve's enthusiasm for investing serves him well as he works with clients to develop their portfolios and financial strategies. Following a sales and marketing career with BellSouth, Steve's entrepreneurial spirit led him to follow his passion for music, and he founded his own business restoring, selling, and servicing pianos. The experience of focusing on customer needs and building his own business provides Steve with the understanding necessary to assist clients in identifying and reaching their financial goals. His philosophy of putting the client first will continue as a guiding principle with Guilford Financial Partners.
Professional
- Securities-registered, holding FINRA Series 7 and Series 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®
- Insurance licenses for Life, Health, and Long-Term Care
- Business management degree from North Carolina State University
Personal
- Lifelong resident of Greensboro, North Carolina
- Enjoys music, golf, hiking, sports, gardening, and chocolate ice cream
- Member of Westminster Presbyterian Church
- Enjoys local and international outreach projects assisting others in need
James A. King III, MBA, CFP®
Jim King, who has a keen interest in securities research, analysis, and portfolio design, has been involved in the financial planning and securities business for more than 16 years. After spending 10 years in operations management with Lorillard Tobacco Company, Jim founded, built, and ultimately sold a successful textile company. From this sound experience in business, Jim embarked on a career in financial planning. Jim's unique background in a large corporation and successful entrepreneurial ventures enables him to fully understand that financial planning is most effective when considering the specific needs of the client. There is no "one-size-fits-all" solution in sound financial planning. As a result, Jim founded Austin Financial Management to provide personalized attention and specific planning to help clients meet their personal objectives.
Professional:
- CERTIFIED FINANCIAL PLANNER™ professional
- Securities-registered since 1996; holds FINRA Series 6, 7, 63, 24, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®
- Insurance licenses: Life, Health, and Long-Term Care
- MBA from the University of North Carolina-Greensboro
- BA from North Carolina State University in business administration
Personal:
- Lifelong resident of Greensboro, North Carolina
- Married since 1982 to Marian Daily King
- Collects and plays vintage guitars, is an avid snow-skier, and enjoys sports, music, and the economy
- Has an interest in BBQ smoking and is a member of the "Grilla Warfare" BBQ team
- Served as treasurer and on the endowment committee for First Lutheran Church in Greensboro
- Jim also volunteers to help end homelessness and hunger in Greensboro. He is the founding member of Share the Harvest, Inc.