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Patrick McHale, Financial Advisor

FINANCIAL ADVISOR
Patrick J McHale

CIMA®
465 N Cleveland Ave Suite 120, Westerville, OH 43082opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Retirement Income Strategies
  • Employee Stock Options
  • Portfolio Reviews

About Patrick

I will never forget the first family that entrusted me with what is most important to them. They didn't just invite me to look at their financial situation – they invited me to be a lifetime partner to their loved ones. Your trust is what humbles and motivates me each day.

I've always had a heart to serve and a desire to educate.

I believe in the mission of my work. I have experienced the turmoil that is caused when families experience a shortfall in their retirement or don't plan well for the unexpected. My goal is to be the person to...

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Ohio Dominican UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Community Outreach
  • Reading
  • Music

Team Members

  • Daphne Lattimer
    Branch Office Administrator
  • Kendall Sherrick
    Branch Office Administrator

Send Me a Message

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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 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 568-8516

Fax

(866) 462-5990

Office Address

465 N Cleveland Ave Suite 120
Westerville, OH 43082opens in a new window

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