portrait of Louie Patten

About Louie

In 2014, I began my career as a financial advisor, partnering with individual investors from Avon Lake, Ohio. I've always believed it's important for me to understand the goals you're working toward before you invest your money. It's also important to understand the level of investment risk you're comfortable with, so we can build a customized investment strategy that works for you. I will closely monitor your progress to help you stay on track and respond to life changes or unforeseen circumstances along the way. Throughout your financial journey, I'm dedicated to providing you with hands-on, tailored client service.

I received...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Liberty UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Sports Enthusiast

Team Members

  • Toni Heller
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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