Megan Patterson
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Megan Patterson
Throughout my life, helping others has been an integral part of who I am. With a background in operational excellence, I love being able to discover a want or need, and then working hard to solve that need.I work with individuals and small businesses, making it my priority to get to know my clients and build a personalized strategy to help them reach their goals – providing the investments, services and tools necessary for my clients.As your financial advisor, I\'m here to help you and your family navigate difficult times of transition and celebrate during times of success. I want you to feel knowledgeable and in control of your financial health. I aim to explain the options and recommendations in a clear, easy-to-understand manner.I work closely with you, your CPA, your attorney and other professionals to help identify your goals and the best financial strategy for you and your family. Whether your goal is saving for retirement or college education, protecting yourself from the unexpected, planning for generational wealth, wealth preservation or asset protection, I\'m here to help you identify your goals and create a plan to achieve them. Planning doesn\'t have to be hard and time consuming; I would love to make it easier for you!Give me a call at 84••••••92 or email me at m••••••••@edwardjones.com to get the conversation started!Find your starting point here: instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Dec 2023 — Present · Charleston, SC, US
Education
University of Illinois Urbana-Champaign
Bachelor of Science
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.