Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Forbes “Top 250 Next-Generation Wealth Advisors” 2018, 2019.
Forbes “Best-in-State Wealth Advisors” 2018, 2019
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 Wealth Management in 2006 and is currently a Managing Director - Wealth Management 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. Forbes "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 Next-Generation Wealth Advisors"
Forbes' "America's Top State-by-State Advisors"
Forbes "America's Top State-by-State Advisors"
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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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.