Pat Phelan, Financial Advisor located in Chapel Hill, NC

Financial Advisor
Pat Phelan

CFP®
1516 E Franklin St Suite 202, Chapel Hill, NC 27514opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Tennis

Team Members

  • Julia Rinehart
    Branch Office Administrator
  • Rae Dawson
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(919) 969-9104

Fax

(877) 222-0640

Office Address

1516 E Franklin St Suite 202
Chapel Hill, NC 27514opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.