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 joined Edward Jones in 2000 because it is my passion to help individual investors understand and achieve their financial goals. It is important for me to understand what each individual client is working towards before they invest their money. 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 designations 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 look forward to soon serving as president of the East Chapel Hill Rotary Club.
Joann and I have been a team since 2018. Both of her boys graduated from Chapel Hill High School and now attend Appalachian State and North Carolina 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.
- 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 - 05:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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