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portrait of Pat O'Brien
FINANCIAL ADVISOR

Pat O'Brien

3301 Salterbeck St Suite 200, Mount Pleasant, SC 29466opens in a new window
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About Pat

As an Edward Jones financial advisor, I believe it is important to invest my time to understand what is important to you and to discuss your goals. This process is important, so we can balance your strategy with the steps necessary to reach your long-term goals before we make any financial choices. The more complex the situation, the more important it is to seek guidance.

Whether you’re planning for retirement, buying or selling your business, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we work together...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2017 to Current

Education

  • Univ of SC ColumbiaBachelor of Science

Personal Interests

  • Coaching Sports
  • Golfing
  • Trivia
  • Sports Enthusiast
  • Community Outreach

Send Me a Message

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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 - 05:00PM
Sat Closed
Sun Closed

Phone

(843) 375-9033

Fax

(833) 880-1068

Office Address

3301 Salterbeck St Suite 200
Mount Pleasant, SC 29466opens in a new window

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