portrait of Patrick A Nielsen

About Patrick

As a financial advisor, it is important for me to understand each client's unique situation as we help them prepare for their future. Our office is only successful to the extent that our clients achieve their financial goals. Long-term relationships are the cornerstone of my practice. Many of my clients have known me for over two decades. Each relationship is built on a foundation of trust, which means we always put our client's needs first.

Life can yield many uncertainties, but a solid financial strategy can help mitigate risk, and present opportunities when difficulties arise. A good strategy is also flexible...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Military Professionals & Veterans
  • College Savings
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJuly 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Wake Forest UnivMaster of Business Admin
  • US Military Academy-West PointBachelor of Science

Personal Interests

  • Spending Time with Family
  • Baseball
  • Reading
  • Home Improvement
  • Volunteering

Team Members

  • Holly Eidson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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