Beverly Patton

Bev Patton is a Senior Registered Client Associate and with the Syrios Wealth Management Group (SWMG). With over 24 years working in the financial services industry, she has the experience and resources to be the main point-of-contact for client administrative and operational relations.

In 1983, Bev started her financial career in the banking industry as a customer service representative. In 2000, Bev moved to the investment sector as a Client Associate for A.G. Edwards & Sons, Inc. In 2004, Bev joined Greg Syrios at Syrios Wealth Management Group of Wells Fargo Advisors. In her career she has received many rewards, one of those being the Wells Fargo Advisors Platinum Council Client Associate award from 2004 to 2022 (previously known as the Premier Client Associate). This distinction was held by a small group of Registered Client Associated within the firm. Recipients were selected for their display of professionalism, integrity, and core leadership values. 

Bev enjoys working with life-long and new clients to help with their financial needs. She provides comprehensive care for each of her clients, treating them with genuine compassion and unwavering determination to help them achieve their short and long-term goals.    

Bev holds the Series-66 Investment Adviser Representative registrations.