Beth Patterson
Director/Board Member at Chesapeake Bay Academy
Profile
Elizabeth Tew Patterson is the founder of Waypoint Advisors LLC, which was founded in 2001.
She held the title of Managing Director & Financial Advisor at Waypoint Advisors LLC.
Ms. Patterson's current job(s) include Vice Chairman-Trustees Board at Chesapeake Bay Academy, Director at Greater Norfolk Corp., Director at Economics Club of Hampton Roads, Member of the Financial Planning Association, Trustee at Old Dominion University Educational Foundation, Member of the Hampton Roads Estate Planning Council, and Member of the Gift Planning Council.
Ms. Patterson's former job(s) include Director at TowneBank from 2016 to 2022, Director at Monarch Bank (Virginia) from 1998 to 2016, and Independent Director at Monarch Financial Holdings, Inc. from 2011 to 2016.
Ms. Patterson's education history includes undergraduate and MBA degrees from Old Dominion University.
Beth Patterson active positions
Companies | Position | Start |
---|---|---|
Hampton Roads Estate Planning Council | Corporate Officer/Principal | 2009-05-03 |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 2010-04-11 |
Gift Planning Council | Corporate Officer/Principal | 2010-04-11 |
Chesapeake Bay Academy | Director/Board Member | - |
Old Dominion University Educational Foundation | Director/Board Member | - |
Economics Club of Hampton Roads | Director/Board Member | - |
Greater Norfolk Corp. | Director/Board Member | - |
Former positions of Beth Patterson
Companies | Position | End |
---|---|---|
TOWNEBANK | Director/Board Member | 2022-12-30 |
Monarch Bank (Virginia)
Monarch Bank (Virginia) Regional BanksFinance Monarch Bank (Virginia) provides banking solutions for personal banking and business banking featuring investments, home funding, loans & cash management. It provides checking & saving accounts, individual retirement accounts, certificate of deposits, personal loans, home equity loans, lines of credit, telephone banking, commercial courier service, credit & debit cards, merchant bankcard services, safe deposit boxes, automated teller machines, term loans, internet banking and cash management services. The company was founded in 1999 and is headquartered in Chesapeake, VA. | Director/Board Member | 2016-05-31 |
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Training of Beth Patterson
Old Dominion University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
TOWNEBANK | Finance |
Private companies | 9 |
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Monarch Bank (Virginia)
Monarch Bank (Virginia) Regional BanksFinance Monarch Bank (Virginia) provides banking solutions for personal banking and business banking featuring investments, home funding, loans & cash management. It provides checking & saving accounts, individual retirement accounts, certificate of deposits, personal loans, home equity loans, lines of credit, telephone banking, commercial courier service, credit & debit cards, merchant bankcard services, safe deposit boxes, automated teller machines, term loans, internet banking and cash management services. The company was founded in 1999 and is headquartered in Chesapeake, VA. | Finance |
Waypoint Advisors LLC
Waypoint Advisors LLC Investment ManagersFinance Founded in 2001 by Beth Patterson, Waypoint Advisors LLC is a registered investment advisor located in Virginia Beach, Virginia. The firm employs a multi-family office model, providing customized, interdisciplinary wealth advisory services to families and organizations. | Finance |
Monarch Financial Holdings, Inc.
Monarch Financial Holdings, Inc. Regional BanksFinance Monarch Financial Holdings, Inc. operates as bank holding company, through its subsidiary Monarch Bank, which is engaged in commercial and retail banking, investment and insurance sales and mortgage origination and brokerage. It operates through two segments: Community Banking and Retail Mortgage Banking Services. The Community Banking segment involves making loans and generating deposits from individuals and businesses. The Retail Mortgage Banking Services segment consists of originating residential loans and selling them to investors. Monarch Financial Holdings was founded by William F. Rountree on June 1, 2006 and is headquartered in Chesapeake, VA. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Old Dominion University Educational Foundation | Finance |
Hampton Roads Estate Planning Council | |
Gift Planning Council | |
Greater Norfolk Corp. | |
Economics Club of Hampton Roads |
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