My team and I enjoy building genuine relationships and treat our clients like family. We consider ourselves privileged that our clients have invited us to be an intimate part of their life journey and take our responsibility with tremendous care.
Our office works with individuals and business owners who have complex financial situations and multigenerational wealth planning needs. I have over 26 years of financial experience and work closely with our clients' accountants and attorneys, as well as our own Edward Jones advanced solutions experts, to provide tailored advice and guidance.
We focus on understanding our clients' unique personal values and needs to deliver customized comprehensive solutions. Through our process and individualized communication, we help clients identify and track multiple short and long-term goals to help make their hopes and dreams a reality.
Our team includes senior branch office administrators Deb Dusza and Jess Milano, who have over 20 combined years of experience at Edward Jones and are genuinely dedicated to providing our clients with an exceptional experience.
When I'm not helping businesses and families with this important work, you can find me spending time with my wife, Karen, and our three children, Natalie, Abbey and Danny. I also enjoy road cycling, hiking and traveling domestically and internationally when time allows.
We look forward to the opportunity to serve you and your family and welcome an initial call to learn more about you!
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberPatrick Surdy at (419) 626-2101
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
- Web Conferencing
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