I feel like I've been part for the Edward Jones family for most of my life. My father has been an Edward Jones financial advisor for over twenty years and growing up, I've learned first-hand about the diligent care that goes into each client relationship. Prior to joining Edward Jones, I began my career as an environmental consultant for private industry and the federal government. The principles of professional consulting remain a central focus of my work by maintaining active communication and always prioritizing the best interest of my client.
"What do you do for a living?"
Everyone's received this question at some point; probably early on in a relationship as two sides are trying to gain some common ground. "What I do" can be most simply summed up this way; it is my job to understand what is most important to you. This is the starting point in our work together. For instance, do you ever have the fear you may run out of money in retirement, and must go back to work? "What I do" is to help you make sure that fear never materializes.
Who I Work With
My typical client is the thoughtful, process-driven investor who is looking for a partner to help them navigate through major life changes such as retirement, marriage or divorce, estate transfer or receiving an inheritance. Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood.
A Few More Facts
I attended the College of Charleston where I was a member of the Men's Swimming and Diving Team and a team captain during my senior year. From there, I attained my master's degree at Louisiana State University. My wife and I have three beautiful children who certainly keep us on the go: Penelope, Hugh and Eloise. I find relaxation in cooking at the end of the day and the occasional IPA.
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Wealth Strategies
- Portfolio Reviews
Office Address1430 Newcastle St
Brunswick, GA 31520 opens in a new window
Phone NumberPatrick R Jones at (912) 264-8865
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