Patricia Edwards
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Edwardsville, IL 62025
Credentials
CFP®, Series 66
Industry experience
4 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Divorce financial planning
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Work history
Edward Jones
2021 - Present (5 years)
Compass Rose Events
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael C
Series 66
Glen Carbon, IL
Merrill
Michael Cohan is the Resident Director of Merrill’s Metro East office in Swansea, Illinois. He joined Merrill in 2002 and brings over 20 years of experience in wealth management. His tenure includes more than a decade on the Merrill St. Louis Leadership Team and several years serving as a Financial Advisor on The Gray Group Wealth Management Team. Michael’s expertise focuses on family wealth management strategies, retirement planning, investment consulting, and helping professionals and business owners achieve their financial goals through advice, planning, and investment management. He holds bachelor's degrees in Finance and Management of Information Systems from Florida State University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael and his family reside in Glen Carbon, Illinois. Outside of work, he enjoys spending time with family and friends, playing golf, traveling, and supporting local community organizations such as the Madison County of Illinois Child Advocacy Center.
Amy G
CFP®, Series 66
Maryville, IL
Edward Jones
Kyle S
Series 66
Maryville, IL
Edward Jones
Lisa D
Series 66
Highland, IL
Edward Jones
Joshua S
Series 66
Troy, IL
Edward Jones
Carl D
Series 63, Series 66
Highland, IL
Edward Jones
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