Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patrick has more than 24 years of experience with Merrill Lynch, including six years as a producing branch manager. Serving high-net worth individuals and business owners, he is dedicated to providing each client with outstanding service and the finest individually tailored approach to financial and investment strategies. At the heart of his philosophy is a passion to earn each client’s trust and respect through working hard with integrity and transparency and to build enduring relationships.
Patrick takes the time to know each client as an individual and as an investor, focusing on what matters most to them and how they think and feel about investing. He then works with clients to establish personalized goals, to prioritize those goals, and to develop a plan to most effectively pursue those goals. Committed to frequent and clear communication, Patrick talks or meets with clients regularly to assess progress and adjust strategies as necessary.
Understanding that most clients are extremely busy, Patrick works to simplify and organize their financial lives, providing assistance in the areas of equity and fixed income investing, education and retirement planning, estate planning services in conjunction with the clients’ CPAs and attorneys, intergenerational wealth transfer and life insurance analysis. The Firm’s full-service philosophy also includes access to a Wealth Management Lending Officer from Bank of America, N.A. who can review and help clients with credit and borrowing needs. Through his many years with Merrill Lynch, Patrick has helped countless clients address their financial needs and concerns and successfully move toward financial security.
Patrick is a graduate of the Wharton School of Business of the University of Pennsylvania and received his Master of Science from Villanova University. He has been active in his community and coaching youth sports for years. Patrick resides in Safety Harbor with his family.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Pennsylvania
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Wealth Management Lending Officer, NMLS #158135
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.