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Patrick Morningstar, Financial Advisor

FINANCIAL ADVISOR
Patrick D Morningstar

CFP®, CRPS™
16690 Swingley Ridge Rd, Suite 290, Chesterfield, MO 63017opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

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

About Patrick

My comprehensive financial analysis includes retirement, education, life insurance and legacy strategies. Working closely with you, I help determine the most appropriate financial strategy for you and your family. As an experienced financial advisor, I know it’s important to invest my time in understanding your goals before helping you invest.

My career with Edward Jones started in Tempe, AZ in 2002. Later, my wife and I transitioned to Chesterfield, MO. With four children and both of us working full time, we understand how busy life can be for you, as well.

Linda, my branch office administrator, and I work closely together. We...

Work History

  • Edward JonesSeptember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Arizona State UniversityMBA (Masters of Bus Admin)
  • Arizona State UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Coaching Sports
  • Spending Time with Family
  • Traveling
  • Track & Field

Team Members

  • Linda Dunteman
    Sr. Branch Office Administrator
  • Diane Arcobasso
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(314) 984-0129

Fax

(888) 311-1434

Office Address

16690 Swingley Ridge Rd
Suite 290
Chesterfield, MO 63017opens in a new window

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