As an Edward Jones financial advisor, I believe it’s important to invest my time in 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 can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2018 as a financial advisor in Nashville, TN. Today, Edward Jones serves the community from over 50 convenient locations. Originally from Paducah, KY, I have lived in Nashville since 2010. I am an active member of the community, serving as president of the board of directors for Tennessee Voices For Children and previously as a board member with Junior Achievement. Also, our branch team understands the unique financial needs of the LGBT-plus community, and we welcome the opportunity to meet with you and your partner to discuss your financial future.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please don’t hesitate to call on me with questions concerning your current statement, dividends, stock certificates or your account in general. I am here to be a resource for you and I will be glad to discuss your situation and review available options.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- LGBT Finances
- Special Needs Financial Considerations
- Business Retirement Plans
My Personal Interests
- Canoeing
- Community Outreach
- Hiking
- History and Museums
- Movies & Entertainment
Office Information
Office Address
11313 Lebanon RdMt Juliet, TN 37122 opens in a new window
Phone Number
Patrick Sims at (615) 754-5081Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Sun | Closed |
Connect on Social
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