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Patricia Huffman, Financial Advisor

FINANCIAL ADVISOR
Patricia A Huffman

CFP®, CEPA®, CAP®, AAMS™
409 S Duck St, Stillwater, OK 74074opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

About Patricia

I have 20 years of experience as a financial advisor with Edward Jones and have earned the CEPA®, CAP® and AAMS™ designations, as well as the CFP® certification. My bachelor’s degree in finance, master’s degree in family studies and my experience as a mediator have equipped me to help clients with intergenerational planning. Whether I am dealing with retirement, family legacy, wealth production, business exit planning, philanthropy or estate considerations; the unique relationship I establish with each of my clients is what matters most to me.

Everyone’s situation is different, which makes each person’s financial goals unique to them. I...

Work History

  • Edward JonesOctober 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kansas State UniversityMasters
  • Kansas State UniversityBachelor of Business Admin

Personal Interests

  • Traveling
  • Spending Time with Family
  • Community Outreach

Team Members

  • Fallyn Garrison
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(405) 780-7238

Fax

(800) 563-0721

Office Address

409 S Duck St
Stillwater, OK 74074opens in a new window

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