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portrait of Patrick E Herbert
FINANCIAL ADVISOR

Patrick E Herbert

25 Magothy Beach Road, Suite 104, Pasadena, MD 21122opens in a new window
Accepting New Clients
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About Patrick

The journey leading me to Edward Jones has been a long but fruitful one. My passion for investing and wealth management started at a very young age due to the influence of my family members. The family-oriented relationship that is created by Edward Jones, the associates and clients fit well with my family-oriented background and views towards finance. Before Edward Jones, I spent approximately 10 years in the service industry in restaurants throughout Howard County, MD, working in every position from server to general manager. The role of being a financial advisor with Edward Jones has afforded me the opportunity...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2023 to Current
  • Kevin Gordon Agency/State FarmFebruary 2021 to May 2023

Education

  • Univ of Maryland-Global CampusBachelor of Science

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Golfing
  • Outdoor Enthusiast
  • Pets

Team Members

  • Dianne Werner-Taylor
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(410) 360-4230

Fax

(877) 297-0084

Office Address

25 Magothy Beach Road
Suite 104
Pasadena, MD 21122opens in a new window

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