Patti Turner,
CRPC®, FPQP®
Paraplanner
As a Paraplanner, Patti Turner works closely with the Wealth Advisors and paraplanners to craft personalized financial plans aligned to clients’ specific needs. Her attention to detail and diligence make her a great addition to our growing paraplanning team.
Patti joined Shepherd Financial Partners in 2021. She previously spent 22 years in research in the pharmaceutical industry, including 10 years at Pfizer in compliance and business roles, before making her career shift to the financial planning profession. She has her undergraduate degree from Salem State university and her MBA from Southern New Hampshire University. She also is certified as a Financial Paraplanner Qualified Professional (FPQP®).
Patti and her husband reside in Rockport, MA and she enjoys spending time with her family.
She is a committed volunteer and was previously a Money Manager for Senior Care in Gloucester, a program that assists seniors with their finances to allow them to maintain their independent living.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
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Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
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