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Shaundra Yvette Patterson

DEW Wealth Management

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About Shaundra Yvette Patterson

Shaundra Yvette Patterson is a financial advisor with Dew Wealth Management in Scottsdale, AZ. Shaundra is licensed in Texas and has experience in the financial services industry since 2019. Shaundra previously worked at Cetera Investment Services LLC and Edward Jones. Shaundra's specialties include financial planning, pension consulting and portfolio management. Shaundra works with individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Shaundra Patterson is currently registered with DEW Wealth Management. DEW Wealth Management is a Scottsdale, AZ-based firm that provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisers. The firm manages approximately $293,870,662 in assets for 511 clients, including high-net-worth individuals and charitable organizations. DEW Wealth Management is a Registered Investment Advisor (RIA) with the SEC, and participates in wrap fee programs.
DEW Wealth Management

8888 E. RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$293.87M

Assets Under Management

130

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage retirement plan assets under advisement

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Shaundra Patterson’s Registration & Firm History

AZ

10/31/2023 - Present

DEW Wealth Management (SCOTTSDALE AZ)

GA

01/21/2020 - 04/23/2020

CETERA INVESTMENT SERVICES LLC (ATLANTA GA)

GA

05/11/2019 - 12/12/2019

EDWARD JONES (Marietta GA)

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Licenses & Designations

BOTH

Issued 06/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaundra Yvette Patterson.
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