Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patrick Malone provides tailored wealth strategy and service 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. Throughout each relationship, Patrick offers a disciplined and highly responsive framework to pursue each client’s unique objectives with clarity and precision.
Patrick joined Merrill Lynch in 2006. 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. Dedicated to each client’s long-term well-being, Patrick looks to help clients deploy their wealth effectively so that they can focus on the personal and professional pursuits they deem most important.
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. Patrick also holds professional licenses in Life, Long-Term Care, and Annuities.
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.
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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.
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*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.
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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.