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 Information
Office Address
403 JacksonUniversity City, MO 63130 opens in a new window
Phone Number
Patrick J Finnegan at (314) 721-8688More to explore

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