Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
16yrs
Patrick Edwards
Financial advisor at Money Concepts Advisory Service
Patrick Edwards has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Palm Beach Gardens, Florida. Patrick joined Money Concepts Advisory Service in 2010, a firm offering financial planning and investment management. Patrick holds the CPA/PFS designation.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Florida
Office11440 Jog Road, Palm Beach Gardens, FL 33418
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowMoney Concepts Capital CorpCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Money Concepts Advisory Service at 561-472-2000 and ask for Patrick Edwards. Patrick works from the Palm Beach Gardens, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Florida.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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