In 2000, I joined Edward Jones because it is my passion to help individual investors understand and achieve their financial goals. 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 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 certifications 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.
My family and I enjoy living in the Chapel Hill area, as living in a college town creates the feeling of a close-knit community. All three of my children graduated from East Chapel Hill High School. My father, Jack, worked with Edward Jones for 40 years and taught me the importance of being positive, dedicated and a good steward of client investments. I am an avid tennis player, enjoy serving at my church and am the immediate past president of the East Chapel Hill Rotary Club.
Joann and I have been a team since 2018. She enjoys serving on the board of the Presbyterian Campus Ministry at UNC and being a part of The Village Band in Chapel Hill. Both of her boys graduated from Chapel Hill High School. Her oldest graduated from Appalachian State and her youngest attends NC State. As a team, our goal is to have every client interaction be meaningful and to be able to add value to people's lives. Our team is passionate about the people that we serve.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberPat Phelan at (919) 969-9104
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 12:30PM|
|Thu||Closed for Holiday|
|Fri||Closed for Holiday|
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