As a financial advisor with Edward Jones in St Louis, I believe it's important to invest my time understanding your goals and objectives before helping you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the appropriate financial strategy for you and your family.
I'm from Knoxville, TN. I graduated from Union College, KY with a bachelor's degree in business administration with an emphasis on economics and marketing and earned Academic All-American honors while playing soccer. I hold the AAMS® professional designation.
My career with Edward Jones began in 2002 as a financial advisor in Tennessee. From 2003 to 2005, I worked as a financial advisor in the St Louis headquarters. I was active in various community organizations in the area, such as Junior Achievement, during that time. I then became a member of the Edward Jones Offices in Transition team, where I worked in offices that were experiencing some type of personnel transition. This took me around the country for seven-plus years as a transitional financial advisor. I also received a limited partnership with the firm.
I assumed responsibility for the West Port Plaza St. Louis office in December 2012. Together with my senior branch office administrator, Karin Harbers, we are focused on you. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs, while taking pride in providing highly personalized service.
We look forward to meeting you soon, applying our experience and helping you achieve your financial goals.
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
Office Address524 West Port Plaza
St Louis, MO 63146 opens in a new window
Phone NumberAdam P Patin at (314) 878-5400
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