Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patrick Malone provides tailored wealth management services to a select group of high net worth clients nationwide. He applies his insight and experience, harnessing the extensive resources of the firm to devise integrated approaches to multiple wealth disciplines: investment management, retirement and education planning, cash management, and trust and estate planning services. Patrick was named to Forbes "Best-in-State Advisors" list in 2018 and 2019*. In addition, Patrick was named to Forbes "America's Next-Gen Advisors" list in 2018*.
Patrick joined Merrill Lynch in 2006 and is currently a Managing Director - Wealth Mangement Advisor. He has particular depth advising senior executives, business owners, and multi-generational families, simplifying and streamlining the complexities that significant wealth can pose. Patrick’s experience with the firm and exposure to varied market conditions heighten his effectiveness as a resource and guide for distinctive needs. He enjoys working with clients in multiple life stages and across generations, helping families develop cohesive approaches to the opportunities and challenges of managing wealth.
Patrick holds the professional designations and training necessary to advise and educate clients and their children on a wide variety of wealth management disciplines. Patrick earned his undergraduate degree from Siena College. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In addition, Patrick has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation awarded by the College for Financial Planning.
In his free time, Patrick serves as a co-chairman and member of The American Ireland Fund and is active with the Siena College Alumni Association. He lives in Hingham, Massachusetts, with his wife and their two daughters.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Source: Forbes “Best-in-State Wealth Advisors” list, February 2019 & 2018. Forbest "America's Next-Gen Advisors" list, 2018. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
Forbes' "America's Top State-by-State Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
Forbes "America's Top State-by-State Advisors"
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill Lynch (Cook Conference Room), 100 Federal St, 17th Floor, Boston, MA 02110
April 24th, 2019|7:30 AM - 9:00 AM EST
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.