At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
In 2015, after 10 years of working in the financial services industry, I decided to switch my focus to investments. I joined Edward Jones in May of 2015, where I began working as a financial advisor in Mechanicsville, VA. I am very active in the region as well, serving on the Financial Advisor Recruiting Committee and helping new financial advisors get their start in the industry.
My spouse, Megan, and I have been married for over 19 years and have two beautiful daughters, Haley and Amber. I live and work in the Mechanicsville community where I am actively serving as a Deacon at Fairmount Christian Church in Mechanicsville.
As a staff sergeant, I had the great honor and privilege of serving six years in the Virginia Air National Guard from 1998-2004. I attended Strayer University, where I earned a degree in business administration.
My senior branch office administrator, Nancy Smith, relocated to Virginia from California, where she worked with Edward Jones since 2010. Nancy and I met in 2015 when she was out here for the birth of her second grandchild. She has a daughter and her family here in Virginia, a daughter and her family in Oregon, and a son in Colorado. Nancy mentors new branch office administrators in the region and supports our various roles in the community.
Relationships are key, and meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and lives. We want to know what's important to you and build customized strategies to achieve financial security for your future.
Please feel free to call or stop by our office. Both Nancy and I look forward to working with you and your family.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
- Vintage Cars
Phone NumberKevin M Patterson at (804) 277-8634
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