portrait of Patrick C McMahon
FINANCIAL ADVISOR
Accepting New Clients
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About Patrick

Growing up, I enjoyed fishing with my Papa Jim. We started out by targeting catfish in his stock tank, which is how I learned to achieve my goal of catching fish. However, as most fishers know, there is not a one-size-fits-all technique for fish catching. I learned this the hard way when I decided to catch speckled trout: I learned that while my goal of fish catching remained the same, since the fish were different, I was required to tailor separate fishing strategies for each fish.

Papa Jim also gifted me with my first investment when I was young. He...

Focus Areas

  • Farmers and Ranchers
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • AFFP®

    AFFPUSA

Education

  • Texas A&M UniversityMasters

Personal Interests

  • Fishing
  • Running
  • Hunting
  • Farming
  • Cooking

Team Members

  • Heather Hardin
    Branch Office Administrator

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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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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