Patrick Moltane - Financial Advisor at Edward Jones

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Patrick Moltane - Financial Advisor at Edward Jones Throughout my life, helping others has been an integral part of who I am. Ready to establish or re-visit your plan?

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to ensure clients understand the investment world in terms they can understand. Prior to working with Edward Jones, I held various customer facing roles and enjoy evolving along with others through shared experiences and learning from their unique perspectives. Morgan, Ellyanna, Marjorie and I have been welcomed to the Shawnee Community with open arms. We connect with our community through the Shawnee Chamber of Commerce, the Rotary Club of Shawnee, the Shawnee Tomorrow Leadership Program and volunteering at the Children's Bike Safety Rodeo, Old Shawnee Days, Coaching, Assistant-Coaching and setting up flags for the Fourth of July. When planning for your financial future: it is important to work with someone who wants to understand and consider your whole picture before selling you the frame. As a former artist, yogi and educator, I take pride in being open-minded and adaptable when partnering to create individualized solutions that make a difference in the lives of clients, their families and their communities. Let's have a conversation to see what we can accomplish together. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC
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As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of we...
11/07/2026

As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of wealth transfer: the critical role women, particularly eldest daughters, play in supporting family financial decision-making.
As wealth moves between generations, families are navigating financial, logistical, and emotional considerations that extend far beyond investment management.

Read more: https://bit.ly/3Up0SUh

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

11/06/2026

The midterm election delivered a more decisive outcome than many expected. What might that mean for investors?

Our Senior Economist James McCann shares four key takeaways from the results, the market's initial reaction and what investors should keep in mind moving forward.

Stepping into a financial advisor role doesn’t have to feel like an all‑or‑nothing leap. Many professionals look for a p...
11/04/2026

Stepping into a financial advisor role doesn’t have to feel like an all‑or‑nothing leap. Many professionals look for a path that offers stability while they continue learning and growing into greater responsibility. If that balance matters to you, it may be worth connecting and comparing notes.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Don’t rush – but consider all your options.
10/25/2026

Don’t rush – but consider all your options.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/24/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4BmbCTS

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/23/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4eev8YL

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/22/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4zNOmN5

Have you found the right Chamber? Might give the Shawnee Chamber of Commerce a look. I’d be happy to share more thoughts...
10/21/2026

Have you found the right Chamber? Might give the Shawnee Chamber of Commerce a look. I’d be happy to share more thoughts if you are interested.

10/21/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4BkNRLO



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

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