As an Edward Jones financial advisor, I believe it’s important to invest time to understand what you’re working toward before investing to develop a customized strategy to meet both short-term and long-term goals.
I spent 15 years in the mortgage banking industry before joining Edward Jones in 2019. Being able to work with my clients in a one-on-one capacity and building meaningful relationships to achieve their goals is what I enjoy most. Client goals to carry out their purpose may be slightly different, but our process to get there doesn't change much. Some have very specific goals, while others may be somewhat vague. Any vision shared with me is held in high regard. I deliver advice and investment strategies to achieve specific goals for retirement planning, saving and spending, future purchases, tax efficiencies and wealth transfer strategies, as well as college planning and protection for loved ones. As life happens, new challenges may arise such as funding a vacation home or early retirement, suffering the loss of a loved one, the loss of a job or a divorce. In these moments, we may need to pivot. When needs change, we help monitor progress while staying on track, and determine when any adjustments may be appropriate.
I've been local to the area my entire life, growing up in Columbia where I still reside with my wife, Alicia, and our three daughters. I love spending time with my family and sharing new experiences with them as we travel. I am involved in the Belleville Chamber of Commerce and enjoy the relationships I've formed that further deepen roots with community involvement.
Libby, our Branch Office Administrator, has lived in the Belleville area for more than 30 years. She brings 20 years' experience in the public service industry to the branch. Libby stays busy with her love for cooking, gardening, camping, spending time with family, friends and her dog, Pepper.
We welcome the opportunity to work with your attorney, CPA and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Your success is our goal, and we look forward to new long-term business relationships.
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Home Improvement
Office Address6318 West Main St
Belleville, IL 62223 opens in a new window
Phone NumberPatrick Oglesby at (618) 239-6144
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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