Cheryl A. Patterson – Founder

OLYMPUS DIGITAL CAMERAMs. Patterson began her career in financial planning in 1984 as a Financial Consultant with Merrill Lynch. She joined Bank of New England as a Trust Officer in the greater Boston area in 1989. Ms. Patterson worked at Shawmut Bank as a Business Retirement Specialist and at MultiBank as a Trust Officer. She obtained her Certified Financial Planner™ designation in 1994, holds Series 7 and 63 securities registrations and a Massachusetts life, health, accident and sickness insurance license. Cheryl holds a Master’s Degree from the University of Maryland and an undergraduate degree from Bridgewater State College.


Check the background of investment professionals on FINRA’s BrokerCheck.