portrait of Patrick Surdy

About Patrick

My team and I enjoy building genuine relationships and treat our clients like family. We consider ourselves privileged that our clients have invited us to be an intimate part of their life journey and take our responsibility with tremendous care.

Our office works with individuals and business owners who have complex financial situations and multigenerational wealth planning needs. I have over 26 years of financial experience and work closely with our clients' accountants and attorneys, as well as our own Edward Jones advanced solutions experts, to provide tailored advice and guidance.

We focus on understanding our clients' unique personal values and...

Focus Areas

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

Work History

  • Edward JonesJanuary 2016 to Current

Education

  • Miami University OxfordBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Outdoor Enthusiast
  • Music
  • Traveling

Team Members

  • Deb Dusza
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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