Patrick Ousterout

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Owego, NY 13827

Credentials

CFP®, Series 66

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing

Work history

Edward Jones

2013 - Present (13 years)

Pella Windows & Doors

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin V

Series 63

Vestal, NY

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Armond G

Series 63

Endicott, NY

Merrill

Armond George serves as Senior Resident Director at Merrill Lynch Wealth Management, bringing a long-standing commitment to supporting clients in building and preserving their financial well-being. Since joining Merrill in 1984, he has developed a disciplined approach to tailored investment, retirement, tax minimization, and estate planning strategies, focusing on risk management and personalized client goals. Armond works alongside his wife and colleague, Mary Beth, as part of The George Group, serving physicians, small business owners, and families both in the Binghamton area and nationwide. Armond holds a Bachelor of Science degree in Finance from Mansfield University of Pennsylvania and is a Personal Investment Advisor (PIA). His professional practice emphasizes close, transparent relationships with clients, engaging both spouses in financial decisions and prioritizing clear communication to simplify clients’ financial lives. Beyond his professional role, Armond contributes to his community as a board member of the Syracuse Diocese Lourdes Foundation and volunteers with local youth sports organizations including Endicott Little League and Endicott Youth Football. In his personal time, Armond enjoys playing chess, golfing, reading, and tennis. He lives in Endicott, New York with Mary Beth. Their children, Alexis and David, are also connected to the financial industry, with Alexis working as a Financial Advisor on their team and David employed as an analyst at Bank of America Private Bank in Manhattan.

General retirement planning Retirement income strategy Tax strategies for small businesses General estate planning guidance Charitable giving & philanthropy Married/Couples/Partners Parents

Jason G

Series 63

Waverly, NY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies

Angela D

Series 66

Endicott, NY

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Women Professionals
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Emil B

Series 63

Endicott, NY

Ashton Thomas Securities, LLC

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Ryken R

Series 63, Series 66

Endicott, NY

Ashton Thomas Securities, LLC

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