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Patrick Moltane - Financial Advisor at Edward Jones

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Patrick Moltane - Financial Advisor at Edward Jones

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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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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.

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

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

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

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.

10/20/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/19/2026

Surviving a hurricane can be emotionally and financially devastating. But you don’t have to go through it alone. We have resources and experience to help get you back on the path toward rebuilding your life. Don't hesitate to reach out with questions.

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/17/2026

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4yvmWdU

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66216

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