Patricia Bennett is a Senior Vice President and Resident Director with Merrill Lynch Wealth Management in Lincoln, Nebraska. Pat began her career at Merrill in 1982 as a Client Associate and left the Firm in 1984 to pursue  career in teaching. She rejoined Merrill in 1996 as an Investment Associate with Lynn Roper before becoming a Financial Advisor in 2001. Pat currently serves as Resident Director of the Lincoln office. 

Today, she uses her passion for teaching to help educate clients about the complexities of their wealth so they can make sound financial decisions with their unique needs in mind. As a senior member of the team, Pat serves as a relationship manager for many of its key clients. Empathetic, friendly, personable, and trustworthy, she believer that meaningful advice is delivered by listening to clients and asking pertinent questions to better understand their objectives and then implementing strategies and reviewing those approaches in a consistent manner to fulfill their dreams. 

Over the course of her career, Pat has witnessed booms and busts, bull markets and bear. Whatever the environment, she looks to provide clients with reliable, disciplined process she has honed over many years to help preserve their wealth and achieve their financial goals- now and in the future. 

Pat earned a Bachelor’s degree in English/Communication Arts from Wayne State College in Wayne, Nebraska and a Master’s degree in Adult Education from University of Nebraska in Lincoln. She holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Planning Counselor, CRPC designation. Additionally, Pat was named to the Forbes “America’s Top Women Wealth Advisors” list in 2021 (Published on March 24, 2021. Rankings based on data as of Sept 30, 2020)* and the “America’s Top Women Wealth Advisors Best-in-State” list in 2022 (Published on February 4, 2022. Rankings based on data as of Sept 30, 2021).*


Pat and her life partner, Sheri Wilson, reside in Hickman, Nebraska. She has one daughter, Jessica, and is the proud grandmother of five grandchildren, Caden, Ryan, Gavin, Coen, and Aubree. Pat is a board member of Friendship Home and a sustaining member of Nebraska.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on March 24, 2021. Rankings based on data as of Sept 30, 2020.

Data provided by SHOOK™ Research, LLC. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK
Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major
component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records,
firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment
performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one
client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a
trademark of Forbes Media LLC. All rights reserved.

*Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of
Sept 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a
registered trademark of SHOOK Research, LLC.

Julie Hash is a First Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Lincoln, Nebraska. She began her career in financial services in 1990 and joined Merrill as a Client Associate in 1992 before becoming a Financial Advisor in 1999.

 An integral part of Julie’s approach is to offer strategic guidance to a select group of multigenerational high-net-worth families, business executives, physicians, and educators at the University of Nebraska who may not have the time to manage their complex financial situations. She is particularly skilled in helping clients navigate critical junctures in their professional or personal lives, such as retirement, death of a loved one, divorce, remarriage, or other significant financial crossroads.  

Long before she formulates any specific strategies, Julie spends considerable time asking questions and listening to what is most important to clients and their families, including how they envision their legacy and the values they wish to pass along. Empathetic, responsive, and a passionate problem solver, her experience guiding clients through numerous market cycles is the foundation upon which she constructs portfolios to help her clients to pursue their desired goals.

Julie holds the Chartered Retirement Planning Counselor, CRPC designation and is an alumni association member for the College for Financial Planning. She and her husband Jay, live in Lincoln, Nebraska. The couple has two grown sons, Brian and Justin. She currently serves as a team leader for the Alzheimer’s Association and in her spare time, Julie enjoys traveling, photography, biking, meeting friends at the Lake of the Ozarks, and a variety of outdoor activities. 

Brenda Badami is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Lincoln, Nebraska. Prior to joining Merrill as a Client Associate in 2007, she worked in the mortgage lending department at Union Bank and Trust. Brenda became a Financial Advisor in 2018 and today she enjoys building lasting relationships and serving the needs of high-net-worth individuals and multiple generations of their families.

 Adept in unwinding complexity and helping clients organize and simplify their financial lives, Brenda serves as an empathetic guide, offering knowledge and insight that can help clients advance their objectives, thoughtfully and steadily. Her areas of focus include long-term wealth planning and wealth management strategies.

 A dedicated problem solver, Brenda helps clients define their goals and works closely with them to create appropriate solutions that are a best fit to their unique situations. Intimately involved in her clients’ lives, she speaks to them regularly and frequently, savoring the opportunity to stay apprised of changing conditions in their lives.

Brenda earned a Bachelor’s degree in business from the University of Nebraska, Lincoln. She holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Planning Counselor℠, CRPC® designation.

Brenda and her husband, John, live in Lincoln, Nebraska. They have two grown children, Andrew and Olivia.  Her hobbies center around gardening, exercising, and cooking.