portrait of Matt Patterson

About Matt

I believe growth happens outside our comfort zones - whether it's helping clients navigate financial challenges or pushing myself through a 5km run I may not enjoy but always complete. As your financial advisor, I bring that same mindset to our partnership, helping you take confident steps toward your financial aspirations.

My mission is to build lasting relationships rooted in trust, transparency, and mutual understanding. By focusing on your unique goals and priorities, I craft tailored strategies that only guide you toward success but also give you confidence throughout the journey.

With a client-first approach, I specialize in personalized financial strategies,...

Focus Areas

  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Wealth strategies
  • Education savings strategies

Work History

  • Edward JonesJune 2024 to Current

Team Members

  • Emilia Rebelo
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More