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Patrick Foley, Financial Advisor

FINANCIAL ADVISOR
Patrick M Foley

CFP®, CPWA®
37938 US 52 Hwy N, New London, NC 28127opens in a new window
CallSend Me a Message

Focus Areas

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

About Patrick

I came to Edward Jones with a passion for helping people make good decisions when it comes to their investment goals. A primary focus of my clients, amongst other things, is that they aspire to leave a family investment legacy. Our process ensures that we understand what is most important to our clients and is panoramic and all-encompassing so that we are prepared to face each opportunity the future may bring.

My branch team has been led by Karen Johnston, my senior branch office administrator since 2009. Marty Stone joined our practice in 2019 and is also a senior branch office...

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Purdue Univ - West LafayetteBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Fishing

Team Members

  • Karen Johnston
    Sr. Branch Office Administrator
  • Marty Moss
    Sr. Branch Office Administrator
  • Jill Williams
    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 08:00AM - 04:30PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 983-6103

Fax

(888) 423-4276

Office Address

37938 US 52 Hwy N
New London, NC 28127opens in a new window

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