Patrick Lane

Background

About Patrick Lane

2023 Forbes Top Next-Gen Wealth Advisors Best-in-State - Ranked #14 in Indiana* I grew up in Columbus, IN, with a mom as an accountant and a father who started and ran his own business. It was a natural fit becoming a financial advisor. My parents taught me from a very early age how to work hard, be disciplined and the value of a hard-earned dollar. After graduating from DePauw University, I began to apply those lessons while working at the Edward Jones Home Office in St. Louis, MO. After four years of training financial advisors, assisting in the launch of new investment platforms and traveling the country to support various Branches, I decided it was time to do what I knew I could now do best; serve clients in the most efficient way possible! My family and I moved to the Indianapolis area over 10 years ago. We put down our roots in the Meridian Kessler neighborhood as I opened my office at 52nd and College Ave. Gail joined the Branch shortly after I started, and Abby was a welcome addition in 2022. We have worked together to serve our clients ever since. Once we consult with our clients to determine their personalized goals and priorities, we use an established process to develop and implement specific strategies in order to help them grow, protect and distribute their wealth throughout their lifetimes. Our Branch strives to exceed the client's expectations by helping them feel fully understood, informed, in control, secure and confident about their most important financial goals. We enjoy meeting each client, via an in-person appointment or virtually. We truly cherish all our clients and value the trust they place in us. Personally, I enjoy spending time with my wife, Michelle, and our five wonderful children, giving back to the community, and coaching sports. If I am not in the office, you can usually find me at a soccer field, dance studio or enjoying the outdoors.*2023 Forbes Top Next-Gen Wealth Advisors Best-in-State in Indiana, published August 2023, research by SHOOK Research LLC, data as of March 2023. Compensation provided for using, not obtaining, the For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see