portrait of Robert E Patrick

About Robert

As an Edward Jones financial advisor, I believe it is important to understand what is important to you. The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies.

Armed with my BS in accountancy from Miami University, Ohio, I joined Edward Jones after a successful 25-year collegiate coaching career. As a head coach for 21 of those years, I worked with my staff and players to identify what was important to...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Insurance & Annuities
  • Intergenerational Planning

Work History

  • Edward JonesMay 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Miami University OxfordBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Pickleball
  • Fishing

Team Members

  • Leigh Longee
    Sr. Branch Office Administrator
  • Tami Biggs
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

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