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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08/25/2026

The Katy Trail reflects the enduring legacy of Ted and Pat Jones and their commitment to creating lasting impact.

As an Edward Jones financial advisor, I'm honored to carry that spirit forward by helping clients identify what's most important to them and build plans that align with their goals, values and legacy.

If you're thinking about the legacy you'd like to create for your family, your community or the causes you care about, I'd welcome the opportunity to connect.

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/24/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the out...
08/23/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/3UPVzg8

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.This recognition ref...
08/21/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/46koN9r

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about ...
08/20/2026

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to...
08/19/2026

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside...
08/18/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4xEzmzO

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/10/2026

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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This season is about independence and reflection. A clearer financial picture can help you move forward with confidence,...
08/09/2026

This season is about independence and reflection. A clearer financial picture can help you move forward with confidence, whatever your next step looks like.

Discover Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more here: https://bit.ly/4wm9GqX

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

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