Patty Blair

Biography

Patty Blair, CFP® is a Senior Strategic Wealth Advisor at Wedbush within the Redstone Wealth Management Group, serving clients from Greensboro, North Carolina with a focus on financial planning, client service, and relationship management. She believes that effective wealth management starts with understanding the people behind the plan, taking the time to learn what matters most to each client, and helping them make thoughtful decisions. Known for her approachable style and commitment to personalized service, she values building relationships that extend beyond the traditional advisor-client dynamic, creating trusted partnerships that often feel more like friendships.

Patty began her financial services career as a Branch Manager with Wachovia Bank in Winston-Salem before joining an investment consulting firm in Charlotte. She later returned to Wells Fargo Advisors and subsequently joined UBS, where she served as both a Registered Client Associate and Wealth Planning Analyst. In those roles, she supported advisors across North Carolina and Virginia by developing comprehensive financial plans and presenting insurance strategies tailored to clients' needs. Patty joined Redstone Wealth Management at UBS in 2016, where she specialized in financial planning, client operations, and relationship management, and has been with the group ever since.

Patty earned a Bachelor of Science in Business Administration with a concentration in Marketing from Miami University in Oxford, Ohio. Originally from Cincinnati, Ohio, she has called Winston-Salem home for more than 30 years. Outside of work, she enjoys spending time with her family, coaching field hockey and lacrosse at a local high school, and visiting her husband's coffee shop, where she enjoys connecting with friends and members of the community.