Pat Phelan, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable investing

About Pat

In 2000, I joined Edward Jones because it is my passion to help individual investors understand and achieve their financial goals. Working to help families in the community who are looking for clear, straightforward financial advice with actionable, long-term strategies is what I enjoy doing. I provide highly personalized service focused on you and believe that clear and consistent communication is the key to building strong relationships. In addition, my branch office administrator, Joann, is always here to help with the needs of our clients. Joann and I work together to make each client feel welcome and valued.

I have earned...

Work History

  • Edward JonesJune 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Louis UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Tennis

Team Members

  • Joann Case
    Sr. Branch Office Administrator

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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 - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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