Edward Jones - Financial Advisor: Patrick Foley

Edward Jones - Financial Advisor: Patrick Foley In 2012, a song on the radio—Phil Vassar’s “Don’t Miss Your Life”—stopped me cold
while driving to yet another airport.

I’d spent years traveling three or four nights a
week, helping financial professionals grow their businesses, but I was missing the one
investment that mattered most: my family. That day, I pulled over, called my wife,
and said, “I can’t keep doing this.”
That wake-up call led me to Edward Jones, where I could partner with clients to help
them secure their financial futures while keeping life’s pr

iorities in focus—a mission
that’s driven me ever since. Today, I believe real wealth isn’t just about numbers—it’s
about the life you build, the relationships you nurture, and the legacy you leave. I focus on helping a select group of executives and business owners navigate the
intersection of wealth and purpose—whether it’s analyzing executive compensation,
planning a business succession or crafting a legacy on your terms. My team and I take a
strategic, values-based approach to ensure your goals reflect what matters most to
you. With over 32 years in financial services—including leadership roles at Edward Jones
and prior experience with VanKampen/Invesco and SunAmerica—I bring a deep
understanding of wealth’s complexities. In 2023, I was proud to be named a regional
leader and general partner at Edward Jones, guiding more than 50 branch teams
across Central North Carolina. A Purdue University graduate, I hold Series 7, 63, and 65 securities registrations, plus
licenses in life, health, and long-term care insurance. My wife, Joanna, and I have called North Carolina home since 2001, raising our three
kids here. When I’m not with clients, I’m usually golfing, reading or fishing—always
investing in the moments that matter. Let’s Build Your Legacy
Ready to align your wealth with the life you envision? I’d welcome the chance to talk
about your goals and how we can build your legacy together
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Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
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Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/3RHCsDF

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Your practice reflects years of dedication. Exploring your next step deserves the same level of care.Join our Explore Yo...
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Your practice reflects years of dedication. Exploring your next step deserves the same level of care.

Join our Explore Your Future webinar for a clear, thoughtful look at how Edward Jones partners with advisors to support meaningful, long-term growth.

Register today: https://bit.ly/4dUh4DL

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Maintain autonomy in how you build your practice and gain a supportive partner when it matters. Support that shows up, not slows down. Interested? Let’s talk.

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You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
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You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, July 29-31 at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/4nojYnk

Growth looks different for every financial advisor.This webinar highlights the resources, technology, and support design...
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Growth looks different for every financial advisor.

This webinar highlights the resources, technology, and support designed to help you serve clients with clarity and confidence — and shape the future of your practice with intention.

Register for Explore Your Future: https://bit.ly/3P1MRsZ

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Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

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