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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Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. ...
08/05/2026

Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. If that’s how you work, let’s connect.

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The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/45EcR22

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Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4fBaIsq

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and ...
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After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4prIlS5

Compensation that respects your work. Competitive payout with transparent costs. Interested? Let's talk.
07/15/2026

Compensation that respects your work. Competitive payout with transparent costs. Interested? Let's talk.

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong e...
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Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4gBgPPL

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
07/09/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us July 29-31 for our exclusive Due Diligence Event at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/4gwfs4T

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and marke...
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As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.

Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall: https://bit.ly/4bmSOs7

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fun...
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How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/4xXvN8T

Interested in growing your practice?Experience Edward Jones firsthand and discover how to take your business to the next...
06/23/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us July 29-31 for our exclusive Due Diligence Event at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/3QvGL4P

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