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Patrick Brennan, Financial Advisor

FINANCIAL ADVISOR
Patrick J Brennan

Beaumont Centre, 3061 Fieldstone Way Ste 1100, Lexington, KY 40513opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • New Investors
  • Insurance & Annuities

About Patrick

I like to tell people I have a "want to" job, not a "have to" job. My career has always been built on helping people and organizations become successful and exceed their goals.

After graduating from Clemson University and receiving my MBA from Xavier University, I spent over 20 years in management with Lexmark International, working financial and operational roles. This experience, along with Edward Jones, helps me educate and work with clients to grow, protect and establish their wealth for the next generation.

My wife, two sons and I live in Lexington, KY, and we are deeply rooted in...

Work History

  • Edward JonesApril 2021 to Current
  • Lexmark International IncOctober 1994 to April 2021

Education

  • Xavier UniversityMaster of Business Admin
  • Clemson UniversityBachelor of Science

Personal Interests

  • Golfing
  • Tennis
  • Coaching Sports
  • Music

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

(859) 296-0868

Fax

(877) 904-3961

Office Address

Beaumont Centre
3061 Fieldstone Way Ste 1100
Lexington, KY 40513opens in a new window

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