Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patrick J. Buettner has been in the financial services industry for over 30 years. Licensed in 1987, Patrick joined Dean Witter as a Financial Advisor in 1988 and was named Associate Vice President within two years. He joined Advest as a Vice President of Investments in 1995 which was acquired by Merrill Lynch in 2006. His focus is on developing strategies and advice for individuals, families and businesses by understanding their short and long-term goals. Patrick's clientele come from all walks of life; he advises retirees, business owners, athletes, attorneys, doctors, teachers and anyone looking to improve their financial well-being. He uses his vast experience and knowledge to focus on guiding clients through the retirement process.
He holds a degree in Finance from Canisius College and an AAMS designation from the College for Financial Planning. While at Advest, Patrick attended the Harvard Institute- a prestigious and cutting edge think tank at Harvard University. There he learned new and leading edge techniques in managing money. In 1995 he became a Portfolio Manager in the Advest Managed Portfolios program. In 2000 he was elevated to the role of Senior Portfolio Manager.
Patrick was President of the Amherst North Rotary in 2000 and 2001. While there he was awarded one of Rotary International's finest honors, the Paul Harris Award.
Today Patrick J. Buettner is a First Vice President and Senior Financial Advisor with Merrill Lynch, operating out of the Williamsville, NY office. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He resides in Clarence, NY with his wife Rhonda and their three sons.
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.
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Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
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.