As an Edward Jones financial advisor, I believe it's important to invest my time understanding what you're 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 was born and raised in University City, MO. My wife, Karen, and I have been married since 1999. I have a 13-year-old dog named Maggie.
I earned a bachelor's degree from Southwest Missouri State University in Springfield, MO. In addition, I earned the AAMS® (Accredited Asset Management Specialist™) professional designation* from the College for Financial Planning in 2009.
Prior to Edward Jones, I worked for Maritz Travel Company for 10 years. In 1993, I joined Edward Jones as a financial advisor because I wanted to help individual investors work towards achieving their financial goals. I decided to open my office just down the road from where I grew up. Over 20 years later, I am still serving clients from the very same office at the corner of Jackson and Pershing.
As an Edward Jones financial advisor, I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Office Address403 Jackson
University City, MO 63130 opens in a new window
Phone NumberPatrick J Finnegan at (314) 721-8688
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More