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Patrick N Mcewen
Financial Advisor
Edward Jones - Griffin,GA
As an Edward Jones financial advisor since 2003, I work with retirees, small business owners and families to build personalized strategies to help meet their financial goals. We use the Edward Jones 5-step process to establish and regularly...... Show More
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closed
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8:30 AM to 5 PM
Wed
8:30 AM to 5 PM
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About
As an Edward Jones financial advisor since 2003, I work with retirees, small business owners and families to build personalized strategies to help meet their financial goals. We use the Edward Jones 5-step process to establish and regularly confirm your financial foundation to: - Create specific financial goals based on what's important to you- Assess how comfortable you are with taking risk- Recommend tailored solutions, aligned with your comfort risk, to help you achieve those goals.My client service team members, Penny Gaissert and Johanna Stapleton, are true professionals dedicated to delivering excellent client service. They have over 45 years of experience in the financial services industry, taking great pride in going the extra mile for the families we serve. Chad Davis is our associate financial advisor. He received his undergrad in general business with a minor in management and completed his MBA from Robert H. Ledbetter College of Business at Shorter University. Chad is excited to provide an expanded client experience and support our team where needed.In the spirit of volunteerism, I have served as a performance leader, mentor, coach, and in assisting other high performing financial advisors through the Ted Jones Coaching program. I am an active member of the First Baptist Church and past president of the Griffin Exchange club. My wife, Jessica, our three daughters and I currently live in Brooks, Ga., on a farm with our many animals including dogs, cats, goats, sheep, guinea fowl and chickens. I also enjoy coaching my daughter's youth sports, camping and Georgia Tech athletics. At Edward Jones, our purpose and goal is to help improve the lives of our clients and their families now and for generations to come. Additionally, we welcome the opportunity to work with your estate attorney, CPA and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I have received my CEPA® designation. This designation provided a specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals.Contact us at (770) 228-0174 or patrick.mcewen@edwardjones.com, like and follow us on Facebook at facebook.com/patrick-mcewen.
Specialities
Business Retirement Plans
Retirement Income Strategies
Entrepreneurs & Business Owners
Retirement Savings Strategies
Estate & Legacy Strategies
Charitable Giving
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FAQs
Here are some Frequently Asked Questions about Patrick N Mcewen
What organization is Patrick N Mcewen associated with?
Patrick N Mcewen is associated with Edward Jones.
What is Patrick N Mcewen’s work email address?
Patrick N Mcewen’s professional email address is p************n@e**********.com. You can also email Patrick N Mcewen by clicking on the contact Patrick N Mcewen.
Where is Patrick N Mcewen based out of?
Patrick N Mcewen’s primary location is Griffin, GA.
What is Patrick N Mcewen's phone number?
Patrick N Mcewen's phone number is (770) 228-0174
What is Patrick N Mcewen's title??
Patrick N Mcewen is a Financial Advisor.
