Few people are blessed to find their true calling in life. I have a passion for making a difference in the lives of others by helping them achieve their financial goals in the county I was raised in. The financial health of the surrounding communities is vital not only to my local Bryan office but also as the foundation to our communities for generations to come. In addition to my role as a financial advisor, I volunteer as a key leader in our region.
I strive to be as active as possible in the community either by volunteering or sponsorship.
The Alzheimer’s Association
Bloom Kids Closet - President
Defiance Athletic Boosters - Board member
Bryan Kiwanis Club - Member
Bryan Athletics
I was born and raised in Montpelier, Ohio. My husband, Shannon, and I reside in Defiance and have three sons, Braden, Cohen and Tyler, as well as two doodles, Maddux and Ollie. My branch office administrator, Kim Patterson, has two sons and lives in Archbold with her husband, Will. She absolutely adores her grandchildren and is looking forward to another blessing that is on its way!
At Edward Jones, we believe relationships are key, and in our view, meeting face to face or virtually builds strong relationships. As a team, Kim and I provide you with the highest level of service possible. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals whether you are near or far.
I earned a Bachelor of Arts degree in organizational management from Bluffton University. I also hold an associate degree from Northwest State Community College in computer programming and network administration as well as holding a Series 7, 63 and 65.
We look forward to learning more about you, your family and your dreams so that we may help you get to where you have always wanted to be. And maybe, just maybe, have a little fun along the way, too!
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Cycling
- Spending Time with Family
- Community Outreach
- Baseball
- Active Lifestyle
Office Information
Office Address
130 N Main StBryan, OH 43506 opens in a new window
Phone Number
Melissa R Stockman at (419) 633-0647- Kim Patterson
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Kim Patterson
- Sr. Branch Office Administrator
Branch Team
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