Edward Jones - Financial Advisor: Pat Phelan
Financial Planning & Investment
Working to help families in the community who are looking for clear, straightforward financial advice with actionable, long-term strategies is what I enjoy doing.
I joined Edward Jones in 2000 because it is my passion to help individual investors understand and achieve their financial goals. It is important for me to understand what each individual client is working towards before they invest their money. I provide highly personalized service focused on you and believe that consistent communication is the key to building strong relationships. In addition, my branch office administrator, Joann, is always here to help with the needs of our clients. Joann and I work together to make each client feel welcome and valued.
I have earned the CFP® and AAMS® professional designations to strive towards deeply serving individual investors, business owners and families alike. My favorite part of this job is being able to provide financial education and offer meaningful advice to our clients.