Experience

Makes all the difference

Our passion is helping uniquely successful families make well informed decisions so that they can live their best lives. We have found that uniquely successful families are dealing with complexities beyond their comprehension. The more successful one is, the more complex life becomes. Along the way, we all experience transition points. Marriage, children, divorce, selling a business, retirement, death of a loved one are just some of the points in life where important decisions are made. That is why we chose the name, "Decision Point Wealth Consulting."

Over the last 25 years our team has developed a process to identify the gaps in our clients lives. Using comprehensive checklists for each of life's transitions, we can identify where and when those gaps occur. We find that even the most prepared families have not thought of everything. The more complicated life can be, the more we can make a difference.

Donis Smith, CFP, CDFA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
CA
CO
CT
DE
FL
GA
HI
MA
MD
NC
NH
NJ
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA
WV

Donis Smith, CFP, CDFA

Education

UNC-Wilmington, M.B.A., Business Administration
UNC-Wilmington, B.S. in Business Administration from Cameron School of Business: 2011 - 2015

Credentials

CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst

Donis Smith, CFP, CDFA

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Donis Smith, CFP, CDFA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
CA
CO
CT
DE
FL
GA
HI
MA
MD
NC
NH
NJ
NY
OH
OK
PA
SC
TN
TX
VA
VT
WA
WV

Education

UNC-Wilmington, M.B.A., Business Administration
UNC-Wilmington, B.S. in Business Administration from Cameron School of Business: 2011 - 2015

Credentials

CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

William "Paul" Patterson, CIMA, CEPA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
CA
CO
CT
DE
FL
GA
HI
ID
IL
LA
MA
MD
MT
NC
NH
NJ
NY
OK
OR
PA
SC
TN
TX
VA
VT
WA
WV

William "Paul" Patterson, CIMA, CEPA, CPWA

Education

The United States Military Academy at West Point
UNC-Chapel Hill, MBA

Credentials

Senior Portfolio Manager
Certified Investment Management Analyst®
Certified Exit Planning Advisor

William "Paul" Patterson, CIMA, CEPA, CPWA

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

William "Paul" Patterson, CIMA, CEPA, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AL
CA
CO
CT
DE
FL
GA
HI
ID
IL
LA
MA
MD
MT
NC
NH
NJ
NY
OK
OR
PA
SC
TN
TX
VA
VT
WA
WV

Education

The United States Military Academy at West Point
UNC-Chapel Hill, MBA

Credentials

Senior Portfolio Manager
Certified Investment Management Analyst®
Certified Exit Planning Advisor

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Jillian Dempsey, CFP

Wealth Management Associate

Registered States:

NC

Jillian Dempsey, CFP

Education

UNC-Wilmington, Business Administration, concentrating in Finance

Credentials

CERTIFIED FINANCIAL PLANNER™

Jillian Dempsey, CFP

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Jillian Dempsey, CFP

Wealth Management Associate

Registered States:

NC

Education

UNC-Wilmington, Business Administration, concentrating in Finance

Credentials

CERTIFIED FINANCIAL PLANNER™

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Courtenay Bickler

Client Associate

Courtenay Bickler

Education

UNC-Chapel Hill

Courtenay Bickler

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Courtenay Bickler

Client Associate

Education

UNC-Chapel Hill

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Riley A. Stephenson, CFP®

Financial Advisor

Registered States:

FL
GA
NC
NJ
OR
SC
VA
WA

Riley A. Stephenson, CFP®

Education

UNC-Wilmington, B.S. in Business Administration from Cameron School of Business: 2011 - 2015

Riley A. Stephenson, CFP®

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Riley A. Stephenson, CFP®

Financial Advisor

Registered States:

FL
GA
NC
NJ
OR
SC
VA
WA

Education

UNC-Wilmington, B.S. in Business Administration from Cameron School of Business: 2011 - 2015

1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

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