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- Trust & Estate Services2
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Patricia Bell is a Managing Director, Wealth Management Advisor in the Short Hills, Merrill Lynch Complex. In March 2017, Pat was named to the Barron's Top 1200 Financial Advisors in the U.S. in Barron’s annual ranking* for the eighth consecutive year. She has also been on the Barron's Top 100 Women Advisors list** consecutively since 2006. Pat began her career at Merrill Lynch in 1980 after graduating from The University of Colorado where she earned her B.A. in Psychology and Economics.
With over 35 years experience Pat is dedicated to providing her clients with customized asset management, credit strategies, and estate planning services. Pat takes into account the following variety of considerations including a clients time horizon, risk threshold, tax situation, portfolio objectives, and income needs. With the client's goals clearly understood, Pat will create, implement, and monitor a strategy designed to help her clients achieve desired outcomes, while building, managing, and preserving their wealth for current and future generations.
Pat provides her clients with access to a high level of wealth management resources. She leverages the intellectual capital of the Investment Management & Guidance Group at Merrill Lynch and utilizes the research produced by investment strategists and analysts at BofA Merrill Lynch Global Research to provide deeper insights on a wide range of asset categories and economic issues.
Ms. Bell is an avid art collector and was honored by the Montclair Art Museum in 2013 for her contributions to their Contemporary Art Collection. Looking Forward: Gifts of Contemporary Art from the Patricia A. Bell Collection showcased more than 50 works of art that Pat donated to the Museum over the past decade. Pat’s gifts to the museum have shaped and strengthened MAM’s contemporary art collection. Pat resides in South Orange, NJ. Her son, Douglas Keller, Jr. and his wife Halsey, live nearby in New York City.
Clients are Pat’s most important asset, and her professional team is committed to attentive, high value-added service. Pat’s team is made up of the following individuals who oversee the administration, client service model, and internal operations for Pat:
Adrienne DiGiorgio, is a Analyst-Investments who has her CPWA® Certification. She has been supporting Pat and her clients for over 30 years. Adrienne earned her B.A. in Economics from Douglas College. She lives with her husband and 3 children in Basking Ridge, NJ.
Cindy Polito is a Registered Senior Client Associate who graduated from Kean University with a B.S. in Management Science. She lives with her husband and 2 children in Roseland, NJ.
Catherine Coleman (Katie) is a Client Associate who handles account administration and client relationships. Katie graduated with a B.A. from Montclair State University and resides in New Providence, NJ.
Pat’s philosophy is built around establishing and maintaining strong relationships with her clients. She makes it a priority to know each generation in order to help establish the trust, stability, and continuity necessary to help families preserve and grow their legacy.
*BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
**Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
***Source: Barron's "America's Top 100 Women Financial Advisors" list, June 6, 2016. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
****Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Colorado
Barron's 2016 America's Top 1,200 Financial Advisors
Barron's 2017 America's Top 1,200 Financial Advisors
David Brady Award
Barron's 2017 America's Top 100 Financial Advisors
Barron’s 2017 Top 100 Women Financial Advisors
Barron's "Top 1,000 Advisors State by State" award for the time period prior to 2014. - March
Forbes' "America's Top State-by-State Advisors" - July/August
Forbes Best in State
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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.
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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.
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