I have more than years 15 years of experience as a financial advisor with Edward Jones, earning the designation of CFP® and AAMS®. My bachelor’s degree in finance, master’s degree in family studies and my experience as a mediator has equipped me to help clients with intergenerational planning. Whether I am dealing with retirement, business transition, family legacy, wealth production, philanthropy or estate planning, the unique relationship I establish with each of my clients is what matters most to me.
I believe that everyone’s situation is different which makes each person’s financial goals unique to them. I listen to my clients, understand their situations, identify and manage risks, and proactively craft a strategy that is personalized to achieve their distinctive financial needs. Then we work together to help you stay on track. In order to comprehensively serve my clients, I regularly partner with my clients’ attorneys, accountants and other trusted professionals. By working together, we address every practical aspect of our client’s financial strategy.
Outside of my role with Edward Jones, my husband, Jeff, and I enjoy supporting my two daughters in the activities they are involved in such as the Oklahoma State Cheer Stunt team, the Stillwater Zone Twisters gymnastics and the Stillwater Pioneer sports and music programs. Being actively involved in my community is very important to me which why I am currently a member of the Stillwater Chamber of Commerce, serve on the board of directors for the United Way of Payne County and as the past president of Stillwater Noon Lions Club.
Our clients are consistently supported by Darla Trout, my branch office administrator, who has been with Edward Jones since 2000. Our goal as a team is to organize, protect, grow and transition our clients’ wealth. Even though our branch is constantly evolving and growing, our focus never shifts from the advocacy and care we give each and every one of our clients.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address409 S Duck St
Stillwater, OK 74074 opens in a new window
Phone NumberPatricia A Huffman at (405) 780-7238
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