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Taysha P
Series 63, Series 66
Staunton, VA
Cornerstone Wealth Management, LLC
Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management since 2016 and previously worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is involved in Millstone Farms, a farming business. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and applies a combination of fundamental, quantitative, and qualitative analyses with regular account reviews and multiple advisory program options.
Elizabeth W
Series 65, Series 66
Staunton, VA
Cornerstone Wealth Management, LLC
Elizabeth Welcher is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Cornerstone in 2019, she spent ten years with Ameriprise Financial Services, Inc. She is also a commissioned notary public. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a multi-disciplinary investment approach supported by a large team of advisors and several operating DBAs.
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