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Kevin P

Series 66

Mechanicsville, VA

Edward Jones

Kevin Patterson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a real estate partnership formed to purchase land and develop a commercial building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lindsay B

Series 66

Mechanicsville, VA

Edward Jones

Lindsay Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and worked previously at Insurance Consultants of Virginia and Michael's Arts & Crafts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lesemann M

Series 66

Mechanicsville, VA

Edward Jones

Lesemann Marshall is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at BMO Bank, Fleet Farm, Triad Hybrid Solutions, Spire Investment Partners, and Capital Group/American Funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Government Employee Founder/Business Owner LGBTQIA
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