As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
A graduate of Virginia Commonwealth University, I hold a Bachelor of Science degree in accounting. In addition, I worked as a certified public accountant from 1986 to 1998 (currently non-practicing) and I am a member of the Richmond Chapter of Certified Public Accountants. I hold Series 7, 63, and 65 registrations and an insurance license.
I continued my career as a financial advisor with Edward Jones in 2006 and have over 20 years of experience in this capacity, in addition to 12 years in finance, accounting and taxation. I also became a limited partner with Edward Jones in 2014.
I am a single mother with two sons and I am a lifetime resident of Richmond, VA. A few of my favorite activities include mountain hiking, kayaking, singing and volunteering for my church and homeowners association.
I partner with my senior branch office administrator, Laura Baxter, who has 14 years of experience. We are dedicated to providing you with highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Art & Theater
Phone NumberPat Brock at (804) 378-7741
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