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Patrick Dunston, Financial Advisor

FINANCIAL ADVISOR
Patrick Dunston

CFP®
37938 US 52 Hwy N, New London, NC 28127opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities

About Patrick

I believe that everyone can achieve their goals in life through careful planning and personalized strategies. I became a financial advisor so I could be a resource to my community. I am fortunate to have opened my office in Stanly County, working with families that I have come to think of as my own.

My primary goal is to help individual investors and businesses develop and investment strategy geared toward their unique, long-term goals. Whether your goals include preparing for or living in retirement, paying for education, reducing taxes, planning for the unexpected or creating an estate or inheritance, we...

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Campbell UniversityBachelor of Business Admin

Team Members

  • Karen Johnston
    Sr. Branch Office Administrator
  • Marty Moss
    Sr. Branch Office Administrator
  • Jill Williams
    Sr. Branch Office Administrator

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(704) 983-6103

Fax

(888) 423-4276

Office Address

37938 US 52 Hwy N
New London, NC 28127opens in a new window

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