Patrick Phelan
Financial Advisor at Edward Jones
Based in Chapel Hill, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Chapel Hill
Industry
Financial Services
Company size
45K
Contact information
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p•••••••@edwardjones.com
Phone
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Background
About Patrick Phelan
I began my career with Edward Jones in when I moved my family to Chapel Hill from St Louis. My family has a long history with Edward Jones. My dad, Jack, worked for Edward Jones for 40 years, and I have many other family members that work here as well. I joined Edward Jones because it allowed me to work with families one-on-one. The aspect that I enjoy the most is the comprehensive financial planning. I love analyzing my clients entire financial picture, building a path toward their goals and collaborating with them as they achieve their dreams. My family and I have really grown fond of Chapel Hill. It is such a great place to raise a family and a very welcoming community. Locally, I give my time to Compass Center for Women and Families and the PTA Thrift Shop by serving on their board of directors. I am also a member of the East Chapel Hill Rotary Club, where I am proud to be a Paul Harris Fellow. pat.phelan@edwardjones.com 919-969-9104 For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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