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 which includes two adults children and one grandchild.
She is a big proponent of volunteering and has been a Money Manager for Senior Care in Gloucester since 2009. The program assists seniors with their finances to allow them to maintain their independent living. She also volunteers for the American Legion to deliver holiday meals to veterans and the elderly on the North Shore.