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David O

CFP®, Series 66

Chattanooga, TN

Edward Jones

David Oesch is a financial advisor with Edward Jones in Chattanooga, TN, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in multiple real estate ventures, including property management and development projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services. The firm operates a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment solutions.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Patrick D

Series 63, Series 65

Chattanooga, TN

Edward Jones

Patrick Droke is a financial advisor at Edward Jones in Chattanooga, TN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Cetera, Regions Bank, and TRM Insurance. Outside of his advisory role, he is involved in business development for a third-party logistics company and serves as a basketball referee for a local recreational league. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Charitable giving & philanthropy Dentist Founder/Business Owner Widow/Widower Values-based investing Religious/faith focused
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