Jimmy Patrick

As a Partner and Senior Financial Advisor for Edge Capital Group, Jimmy Patrick helps guide the strategic direction of the firm, builds enduring relationships, and serves the unique investment and financial planning needs of our clients. Jimmy believes that a willingness to listen is paramount for the success of an advisor and works with our team to find creative solutions for our clients’ specific circumstances.

Born and raised in Hickory, North Carolina, Jimmy graduated from Episcopal High School in Alexandria, Virginia, in 1984. He received both his Bachelor of Science (1988) and Master of Business Administration (1999) from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

Jimmy has served as a Senior Financial Advisor for well over twenty years. Before joining Edge in 2014, Jimmy worked with Lehman Brothers, Credit Suisse, and Morgan Creek Capital Management.

Volunteering is important to Jimmy as well. He currently serves on the UNC Board of Libraries at UNC Chapel Hill and is an active volunteer for the Chapel of the Cross and the Ronald McDonald House, an organization that provides housing and other support services for families of children with serious illness. Recently, Jimmy has begun volunteering as a student advisor for the UNC Kenan-Flagler Business School’s “Leadership in Action” program. Outside the office, Jimmy enjoys deep-sea fishing and spending time with his wife, Deanna, and son, JT.

Jimmy is an avid fisherman, and loves spending time on the water with his family.


Jimmy Patrick

Partner - Senior Financial Advisor

Charlotte, NC



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