Edward Jones – Financial Advisor: Pat O'Brien, CFP®

Edward Jones ,  Financial Advisor: Pat O’Brien, CFP® is a stock broker in Mt Pleasant, SC. He provides personal financial advice to individuals and families, focusing on wealth strategies, retirement savings, retirement income, intergenerational planning, college savings, and estate and legacy strategies. Pat O’Brien holds the Certified Financial Planner® designation and serves clients throughout the Mt Pleasant area, offering guidance aimed at achieving long‑term financial goals.

Pat O’Brien delivers his services from an office at 3301 Salterbeck Street, Suite 200, operating Monday through Friday from 8:30 a.m. to 4:00 p.m. and reachable by phone at (843) 375‑9033. His approach combines the CFP® expertise with a personal interest in coaching, sports, and community outreach, allowing him to tailor strategies that address both financial objectives and broader life plans. The office’s focus on comprehensive planning is reflected in the range of specialized strategies offered, from retirement income to intergenerational wealth transfer.

Pat O’Brien’s certified expertise and the breadth of his strategic focus make him a reliable resource for residents of Mt Pleasant seeking thorough and personalized financial planning.