Patrick Twardak

Background

About Patrick Twardak

With over 13 years of experience in the financial services industry in Chicago, I am proud to have the opportunity to help those in my hometown reach their financial goals. The bond of my hometown community is important to me. My branch is located in the northwest suburbs of Chicago in Morton Grove, IL and I am proud to serve a wide variety of clients: successful professionals, multi-generational families, pre and post-retirees, and local business owners. I believe it is imperative to invest my time understanding what's most important to you and your family. We then use our established process to build personalized strategies to help you reach your goals. I began investing in high school at St. Ignatius College Prep. I graduated from Boston College with a Bachelor of Science Degree from the Carroll School of Management. I majored in Finance & Marketing. Upon graduation, I moved to Chicago and began my career as a Fixed-Income Trader at the Chicago Mercantile Exchange and Chicago Board of Trade. I then served 8 years in the Asset Management industry and spent the last 6 Years as Vice President at JPMorgan Asset Management consulting with financial advisors in Illinois & Missouri. Edward Jones was my largest client by far. It was at this time that I found the value of Edward Jones for long-term investors and the meaningful impact the company has on clients' lives and I wanted to be a part of it. I'm continually learning, and in order to better serve my clients, I earned the Certified Investment Management Analyst CIMA® designation in 2020. I have expertise in portfolio construction and manager selection. I was born at Northwestern and raised on the Northwest Side of Chicago in beautiful, Edison Park. I am happily married to my wife, Brooke, and we have a daughter, Lottie. We also have a Sheepadoodle named Stanley. We spend as much as time as possible with family in Chicago and Culver, Indiana and enjoy traveling, golfing, skiing, boating, reading, and the beach. I am a member of Beverly Country Club, Edison Park Chamber of Commerce, Business Networking International (BNI), and Maxinkuckee Yacht Club. I welcome the opportunity to learn more about you and your financial goals. It all starts with a conversation. Please feel free to call me for a complimentary consultation at 847-410-2877 or email For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see