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  • OSJ@wealthplanfinancial.com

Patti Bollinger

  2. Les Wilson
  3. Patti Bollinger

Patti Bollinger

Client Service Associate
Phone: (704) 864-9404
Fax: (704) 864-3863
Email: PBollinger@securitiesmail.com

As client service associate, Patti Bollinger is always here to assist you in all your everyday financial needs. She has over 30 years of administrative experience, customer service, insurance, and financial experience. She worked with Les at Jefferson Pilot when he began his career in finance. She has also worked at the Rasberry Agency, Ltd. and Carroll Financial in Charlotte, NC. Patti and her husband have one daughter, Megan. Patti enjoys going to the beach, cooking, and cross stitching.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

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