portrait of Pat Dorcey
FINANCIAL ADVISOR
Referrals Only
Serving clients with $1,000,000
CallSend Me a Message

About Pat

I have been a financial advisor with Edward Jones since 1989. I help individuals, families and business owners determine and prioritize their goals, formulate plans and investment strategies for achieving those goals, and execute disciplined investment strategies.

Alongside my team of financial professionals, I am committed to understanding my clients' needs, motivations and values. I utilize an established process to help my clients identify, establish and achieve their goals through comprehensive, uniquely-tailored financial strategies. I partner with my clients for life, knowing that needs and goals may change. When outside professional cooperation is beneficial to my clients, I can collaborate with...

Focus Areas

  • Retirement Income Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 1989 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Michigan-Ann ArborBachelor of Arts

Personal Interests

  • Skiing
  • Running
  • Traveling
  • Music
  • Pets

Team Members

  • Alli Goodsell
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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