portrait of David A Patten

About David

At 8 years old, most kids were outside throwing a baseball with their dad. I was reading the Wall Street Journal with mine. I did learn to throw a baseball, eventually, but the time with my father set me up for a lifetime of investing and studying of financial markets, which became my passion.

I have spent nearly 30 years following this passion, and have worked in banks and brokerage firms all over the world, including Hong Kong, Japan, England and the U.S. After returning to the U.S. with my wife and son, we settled in Henderson, NV, and I was...

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Income Strategies
  • New Investors

Work History

  • Edward JonesAugust 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Thunderbird Sch of Global MgmtMasters
  • Regis UniversityBachelors

Team Members

  • Jennifer Whitman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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