Edward Jones-Financial Advisor: Patrick Smith

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Edward Jones-Financial Advisor: Patrick Smith Investment Strategies | Small Business Goals | Retirement Planning Member SIPC.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/15/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
10/12/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ynBOuF

Learn more https://bit.ly/4zrI1Xq I can help you explore key considerations that come with executive compensation and co...
10/10/2026

Learn more https://bit.ly/4zrI1Xq I can help you explore key considerations that come with executive compensation and complex wealth.

Learn more https://bit.ly/3VGqITR Long-term financial success starts with intentional planning. I can help you consider ...
10/09/2026

Learn more https://bit.ly/3VGqITR Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/08/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

https://bit.ly/47Fiwpw From equity awards to diversification, I can help you make the most of your executive compensatio...
10/07/2026

https://bit.ly/47Fiwpw From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4hMrp5B Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
10/06/2026

https://bit.ly/4hMrp5B Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
10/05/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4dRGnpy

Address

3312 Rosedale Street Suite 202
Gig Harbor, WA
98335

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+12533131626

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