Beth T. Patterson, CFP®
Financial Advisor, Managing DirectorBeth Patterson provides integrated and personalized wealth management services to families and foundations. Beth believes in a culture that thrives on intellectual curiosity, creative problem solving, integrity and caring for clients, which is what she founded Waypoint Advisors with in 2001.
Experience:
- Waypoint Advisors, Founder & President, Financial Advisor & Managing Director
Education/Certifications:
- Old Dominion University, MBA, International Honor Society of Beta Gamma Sigma
- Old Dominion University, BS, Summa Cum Laude, Phi Kappa Phi and Psi Chi National Honor Societies
- Certified Financial Planner designation
- Corporate Director of TowneBank, Member of the Audit Committee
- Serves on the board of the Chesapeake Bay Academy, Member of the Chesapeake Bay Foundation Hampton Roads Council and the Horizon Hamptons Roads Advisory Board
- Member of the Financial Planning Association and the Hamptons Roads Estate Planning Council
- Selected for the Inside Business Power List in 2019
- Named one of the Women of Distinction by YWCA of South Hamptons Roads in 2017
- Recipient of the Women in Business Achievement Award in 2004