Patrick Moltane - Financial Advisor at Edward Jones

Patrick Moltane - Financial Advisor at Edward Jones 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 enjo

y 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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Home decisions tend to come with big numbers. Down payments. Renovations. Unexpected repairs. When your everyday spendin...
06/17/2026

Home decisions tend to come with big numbers. Down payments. Renovations. Unexpected repairs.

When your everyday spending and long-term goals are viewable in one place, it’s easier to see what’s possible, what needs time, and how a home purchase or repair fits into your broader financial picture.

Edward Jones®️ Everyday Solutions Checking powered by U.S. Bank®️

Learn more: https://bit.ly/4fQZYrZ

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecu...
06/16/2026

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecutive year, ranking among the largest companies in the U.S.

This recognition reflects the continued growth of our firm, the trust our clients place in us, and the dedication of colleagues across the organization who continue to move our business forward every day.

Growth at this scale is built over time, through strong relationships, long-term commitment, and the collective work of our financial advisors, branch teams, and home office associates, whose commitment to our clients and communities drive our success every day.

We’re proud of what we’ve built together, and even more proud of the people behind it.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
06/15/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence t...
06/14/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?...
06/13/2026

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?

Investment Strategy Analyst Brock Weimer breaks down what’s fueling the rally and why staying diversified and anchored to your long term goals may matter more than trying to time market peaks.

https://bit.ly/4oKDkUF

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't...
06/12/2026

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't have it yet, what type do you need?

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/11/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Ever wished you could grow without comp-plan swings or quota cycles?Many high-performing sales professionals want autono...
06/10/2026

Ever wished you could grow without comp-plan swings or quota cycles?

Many high-performing sales professionals want autonomy with a clear pathway to grow at their own pace. Here's what the advisor role offers: Your momentum comes from your relationships, not your territory.

You get structured onboarding, mentorship and modern planning tools — paired with full control over how you build your practice.

Considering a long-term growth path? This could be it.

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Fi...
06/09/2026

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Finding common ground doesn’t mean giving something up. It means building a plan that works for both of you.

Discover practical ways to talk through differences and move forward together: https://bit.ly/4ecqxoZ

06/08/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4fxCNCT

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