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Patrick has been in the financial services industry since 1990. He is currently responsible for providing wealth management services for high-net-worth families, their businesses, as well as several prominent non-profit organizations. Patrick uses his more than twenty years of industry experience to counsel clients on their specific needs. He advises Merrill relationships on traditional investing utilizing a risk management based approach. Patrick also covers a wide range of investment opportunities including business mergers, acquisition financing, estate planning services, and philanthropic goals.
Prior to his current role, Patrick worked as a Credit Manager with Norwest Financial, advising clients on their liability management needs. He is a 1989 graduate of Virginia Polytechnic Institute, with a B.S. in Business Management and has been serving as a financial advisor with Merrill Lynch Wealth Management since January 1993. Patrick completed the Business Executive Education program at Wharton and earned his Certified Investment Management Analyst® (CIMA®) certification in 2007.
He is a 1985 graduate from Episcopal High School as well as an active Virginia Tech Alumni. As a proud member of his local community, Patrick resides in Alexandria, VA with his family where he was born and raised. His hobbies include football, soccer and basketball – both playing and coaching – boating and classic cars.
English
Virginia Polytechnic Institute & State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Structured Credit Executive
Bank of America, N.A.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
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