Beth T. Patterson, CFP®

Financial Advisor, Managing Director

Beth 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