Member Profile
Penny Patton
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Best Networking |
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Edward Jones 2297 N 9th St #117 Broken Arrow, OK 74012 5392813082 Website |
| Business and Company Details:
Edward Jones is a company with a 100 year history of helping people plan for the future. I help my clients manages their investments and plan for a smooth sailing retirement. However, if a tough conversation needs to occur, we'll discuss changes that need to be made. I can help with setting up personal IRA's and Roths, college savings, and Simple/SEP plans. I am able to discuss life insurance and long term care options. We have great product partners to help our clients decide which product is best for them. We sell CD's and bonds and have an EXTREMELY competitive money market for savings accounts. If you have left a place of employment and have a 401k left behind - I can help roll it over so you control the investments and manage the risk. |
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| My education, training and business experience
I received my undergraduate and graduate degrees from the University of Oklahoma. I taught in the private and public school systems for over 20 years. I have been trained by Edward Jones as a financial advisor and passed my Series 7, 66, and life insurance exams. |
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| When I m not working, I enjoy . I enjoy working out and running. I enjoy being outdoors and exploring/hiking. I love to travel when I can and learning fun facts about various places we visit. I have recently become a huge fan of historical documentaries. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
I volunteer at St. Anne's church in Broken Arrow in a variety of positions. I help coordinate the annual parish picnic, assist the home improvement committee with projects to help those who need help, and aid the women's ministry in planning events for the ladies of the parish. I am a new member of Ducks Unlimited and helping to plan the annual DU fundraiser on August 2 at the Broken Arrow Armory. I am a football, basketball, and wrestling team mom - helping to coordinate activities for my kids in those sports. |
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| Gold Star Information Year Joined: 2025 Areas Served In: Current member |
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