Sheryl Patterson
About Sheryl Patterson
Sheryl Patterson serves as the Managing Director of Investments CFP(TM) at Wedbush Morgan Securities, where she has worked since 2004. With over 17 years of experience in financial planning, she specializes in estate and legacy planning, as well as retirement income strategies.
Work at Wedbush Securities
Sheryl Patterson serves as the Managing Director of Investments at Wedbush Morgan Securities. She has held this position since 2004, accumulating 20 years of experience in this role. In her capacity, she focuses on providing financial planning services, particularly in the areas of estate and legacy planning. Her work is aimed at helping clients secure their financial futures through tailored investment strategies.
Education and Expertise
Sheryl Patterson completed her high school education at Pullman High School before pursuing higher education. She earned a Bachelor of Science degree in Business Administration from Southern Oregon University, studying from 1977 to 1981. Her educational background supports her expertise in financial planning, with a focus on retirement income strategies and estate planning.
Background
Sheryl Patterson has over 17 years of experience in the financial services industry. Her career has been dedicated to helping clients achieve their financial goals through comprehensive planning and investment strategies. She emphasizes the importance of retirement income strategies to ensure that her clients' money lasts throughout their retirement years.
Achievements
Sheryl Patterson offers complimentary consultations for her financial planning services, allowing potential clients to explore their options without any cost or obligation. This initiative reflects her commitment to making financial planning accessible and tailored to individual client needs.