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Brian E. Patterson, RICP®

Brian E. Patterson, RICP®

Founder, CEO & Managing Partner, Retirement Planning Specialist

Brian was born and raised in Newburgh, NY and graduated from Mt. St. Mary College with a degree in Accounting in 1997. His career began in New York in November 1998 as a Mutual Fund Analyst at Equitable Financial, which became AXA Advisors in 2001. Brian spent the first three years of his financial services career in the corporate office setting forming valuable relationships and gaining the education and knowledge necessary to begin a private asset management practice.

In April, 2002 he changed roles and moved to the AXA Advisors Woodbridge, NJ office as a Financial Consultant and quickly became a leading asset manager for all AXA Advisors’ New Jersey offices. In January of 2005, he accepted the role of Branch Asset Manager and has served as the wealth and asset management authority for what has now become Equitable Advisors' New Jersey branches in Edison, Woodbridge, Morristown, and Wall Township since that time.

Wishing to bring his expertise and unique experience to a further range of clients, Brian founded Ascendancy Wealth Management in November of 2014. The company was founded first and foremost to provide a premier service model to clients as well as potential and future clients. Through relationships with Linsco Private Ledger (LPL), Equitable Network, AB Global, and many other mutual fund and private management companies he was able to enhance the Ascendancy Wealth Management asset management process and provide the best recommendations to those seeking financial advice and counseling.

For many years the Woodbridge, NJ office served as headquarters for Brian’s client service operations. When an opportunity presented that would allow Brian to work closer to home and be more readily available to his clients, he secured the purchase of a historic building in Colts Neck, NJ which has allowed Brian and his partners to begin taking care of client needs in a more localized manner.

Brian’s accolades in the financial industry include being a member of the Elite Advisor Group, and his professional qualifications include holding an active and current RICP® (Retirement Income Certified Professional) designation administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education located in Philadelphia, PA – a designation often sought by financial services professionals whose focus includes investment and retirement planning. He also holds the Retirement Planning Specialist designation from the Wharton School, at the University of Pennsylvania, as well as FINRA Series 7, 24 and 66 securities registrations. He also holds active and current Variable and Fixed Annuity, as well as Life and Health Insurance licenses in various states.

He currently resides in Monmouth County, NJ with his wife Lisa, and their two children Sophia and Aiden. Brian also co-founded the Ocean Surge Travel Baseball Association in 2009, and continues to serve as the President and General Manager of the not-for-profit organization.



My professional qualifications are:
Retirement Income Certified Professional®
Retirement Planning Specialist
Life & Health insurance in various states
FINRA Securities registrations: Series 7, 24 , 66


The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.