My comprehensive financial analysis includes retirement, education, life insurance and legacy strategies. Working closely with you, I help determine the most appropriate financial strategy for you and your family. As an experienced financial advisor, I know it’s important to invest my time in understanding your goals before helping you invest.
My career with Edward Jones started in Tempe, AZ in 2002. Later, my wife and I transitioned to Chesterfield, MO. With four children and both of us working full time, we understand how busy life can be for you, as well.
Linda, my branch office administrator, and I work closely together. We provide highly personalized service. All aspects of our practice are aligned to help us better understand and meet your unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for you because we recognize the challenging needs in your life.
I attended Arizona State University and graduated with a bachelor's in finance and an MBA. In addition, I earned the Certified Financial Planner™ (CFP®) professional designation. My background and ongoing educational pursuits are tailored to serve your changing needs over time.
The CFP® designation represents the individual's ability to apply financial planning knowledge to client-specific situations in the areas of financial planning, taxes, insurance, estate planning and retirement. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Connect with me on LinkedIn.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Coaching Sports
- Spending Time with Family
Office Address1610 Des Peres Rd Suite 310
St Louis, MO 63131
Phone NumberPatrick D Morningstar at (314) 984-0129
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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