Patrick Dunston, Cfp® Email & Phone Number
Who is Patrick Dunston, Cfp®? Overview
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Patrick Dunston, Cfp® is listed as Dedicated Financial Advisor at Edward Jones, a with 35357 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Patrick Dunston, Cfp®.
Patrick Dunston, Cfp® previously worked as Financial Advisor at Edward Jones. Patrick Dunston, Cfp® holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Campbell University.
Email format at Edward Jones
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About Patrick Dunston, Cfp®
I believe that everyone can achieve their goals in life through careful planning and personalized strategies. I became a financial advisor so I could be a resource to my community. I am fortunate to have opened my office in Stanly County, working with families that I have come to think of as my own. My primary goal is to help individual investors and businesses develop and investment strategy geared toward their unique, long-term goals. Whether your goals include preparing for or living in retirement, paying for education, reducing taxes, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.Planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.Business owners – your financial needs can be complex and specialized. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.Outside of the office, I pursue many volunteer activities to help in our community. I am currently a member of the Albemarle Rotary Club.On a personal note, my wife, Chelsea, and I live in Albemarle. She currently works as nurse at Atrium Health Cabarrus. I grew up on the west side of Lake Norman in the town of Denver. I graduated from Campbell University, and hold a bachelor's degree in business administration. We have two daughters, Mollie and Madeline. We spend most of our time with family and friends.I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Patrick Dunston, Cfp®'s current company
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Patrick Dunston, Cfp® work experience
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Financial Advisor
Colleagues at Edward Jones
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Daniel Thompson
Colleague at Edward JonesMiddletown, Pennsylvania, United States
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Randy Voight
Colleague at Edward JonesRockport, Indiana, United States
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Allyson Lowe
Colleague at Edward JonesGreater St. Louis, United States
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Gena Givens
Colleague at Edward JonesLittle Rock, Arkansas, United States
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Dan Trotter, Cepa®
Colleague at Edward JonesWestlake, Ohio, United States
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Brett Cohee
Colleague at Edward JonesGreenville-Spartanburg-Anderson, South Carolina Area, United States
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Michael Kelch, Cfa
Colleague at Edward JonesGreater St. Louis, United States
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Matthew Childress
Colleague at Edward JonesBeaumont-Port Arthur Area, United States
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Alatha Joyner
Colleague at Edward JonesAlbuquerque, New Mexico, United States
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Jack Molchany
Colleague at Edward JonesJohnstown, Pennsylvania, United States
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Patrick Dunston, Cfp® education
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Campbell University
Frequently asked questions about Patrick Dunston, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Dunston, Cfp® work for?
Patrick Dunston, Cfp® works for Edward Jones.
What is Patrick Dunston, Cfp®'s role at Edward Jones?
Patrick Dunston, Cfp® is listed as Dedicated Financial Advisor at Edward Jones.
Where is Patrick Dunston, Cfp® based?
Patrick Dunston, Cfp® is based in Charlotte Metro, United States while working with Edward Jones.
What companies has Patrick Dunston, Cfp® worked for?
Patrick Dunston, Cfp® has worked for Edward Jones.
Who are Patrick Dunston, Cfp®'s colleagues at Edward Jones?
Patrick Dunston, Cfp®'s colleagues at Edward Jones include Daniel Thompson, Randy Voight, Allyson Lowe, Gena Givens, and Dan Trotter, Cepa®.
How can I contact Patrick Dunston, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Dunston, Cfp® at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Patrick Dunston, Cfp® attend?
Patrick Dunston, Cfp® holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Campbell University.
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