Patrick Shreve, Jr. CFP

Patrick Shreve, Jr. CFP I help people gain more clarity, confidence and understanding of their finances. Financial Advisor with
Joseph R.

Brown and Associates,
A private wealth advisory practice of Ameriprise Financial Services, LLC. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better under...
05/27/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
05/22/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment oppor...
05/20/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and...
05/13/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/05/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to Me and let’s talk about your goals.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/04/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
05/01/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Address

6719 Perkins Road
Baton Rouge, LA
70808

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12252153200

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