Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Patricia Barksdale is a Vice President and Wealth Management Advisor in the Jersey City, New Jersey office. She has worked in the financial services industry for thirty-eight years, the last twenty-six with Merrill.
She is a graduate of Kean University, with dual degrees in Finance and Economics, holds the Chartered Retirement Planning Counselor designation through the College for Financial Planning, and completed the Merrill Lynch Financial Advisors Leadership Program at the University of Pennsylvania Wharton School of Business.
Patricia is a member of the National Association of Black Female Executives in Music and Entertainment, former board member for Kean University Foundation, where she was Chair of Board Development, former Kean University College of Business and Public Management advisory board member and currently serves on the New Jersey Theatre Alliance Board. She was named one of the 2007 Women of Influence in Finance, Honoree of the Women's History Celebration by the Essex County Board of Chosen Freeholders, recipient of the 2014 Kean University Distinguished Alumni Award, 2017 David Brady Award recipient and 2018 Kean University Women of Achievement Honoree. She is an avid golfer, enjoys listening to music, going to the theater and strong advocate for teaching financial education with various organizations.
Patricia assists individuals with a wide range of financial services. Her philosophy is to take a holistic approach with clients to clearly understand their needs before any investment decisions are made. Once this information is obtained, she is able to recommend strategies, based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals.
CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
David Brady Award
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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.
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
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.