Sheryl Patterson, CFP

Biography

Sheryl Patterson serves as Managing Director, Investments at Wedbush, where she is dedicated to helping clients build strong financial foundations through thoughtful planning and investing. She believes that every financial journey should begin with a comprehensive plan that reflects clients’ goals and values. From that foundation, Sheryl develops tailored strategies to help clients navigate changing markets with confidence.

With over three decades of experience in the financial services industry, Sheryl began her career in 1993 at Prudential Securities. She joined Wedbush in 2004 where she continues to serve her clients today. She has held the Certified Financial Planner™ (CFP) designation for nearly twenty years, a reflection of her commitment to professionalism, integrity, and client-centered advice.

Sheryl earned her Bachelor of Science degree from Southern Oregon University. Sheryl and her husband reside in Normandy Park, Washington, where they enjoy showing classic cars and traveling together.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

---

Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

---