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Harsh Patel, Financial Advisor

FINANCIAL ADVISOR
Harsh Patel

CFP®, ChFC®, AAMS™
216 N Hwy 67, Florissant, MO 63031opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Portfolio Reviews

About Harsh

Envisioning retirement is your job; helping you get there is ours. As your local Edward Jones branch team, we believe it is important to invest our time in understanding your goals before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

In 2012, I began my Edward Jones career as an intern in our home office. Today, I am honored to be an advisor serving the St. Louis area. Our branch has been a part of the leadership team since 2015 and...

Work History

  • Edward JonesJune 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-St LouisBachelor of Business Admin

Personal Interests

  • Traveling
  • Aviation
  • Skydiving
  • Volunteering
  • Cycling

Team Members

  • Leslie Green
    Sr. Branch Office Administrator

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 - 05:00PM
Sat Closed
Sun Closed

Phone

(314) 839-5588

Fax

(888) 368-2603

Office Address

216 N Hwy 67
Florissant, MO 63031opens in a new window

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