Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patrick Bransome is committed to creating customized wealth management strategies for individuals, families and business owners. His hands-on approach to asset management is tailored to the individual client. Working closely with clients and ultimately providing unique personalized strategies for building and preserving a client’s wealth.
Patrick’s full-service practice includes trusts and estate planning services, retirement planning, insurance planning and custom lending and hedging strategies for high-net-worth and ultra-high-net worth clients.
Custom lending, offered by Bank of America, N.A., is a highly tailored approach to help meet the unique financial needs of investors. Credit facilities can be personalized to each client’s specific goals and objectives using a broad array of assets as collateral, including liquid and nontraditional assets.
As a Senior Portfolio Manager in the Merrill Lynch Wealth Management Investement Advisory Program, Patrick 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 model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.
Patrick’s practice is rooted in transparency, ethics, and trust. He believes in upfront, full disclosure of all costs associated with managing client’s assets, and educates clients on how he will help them achieve their current and long-term goals. Patrick is committed to helping clients attain a level of security both financially and emotionally when it comes to their investments and the unexpected complexities associated with wealth management.
Patrick does not believe in a one-size-fits-all approach to his clients or their investment goals. His practice is based on the principle that “relationships determine results.” He believes that communication with clients about their histories and previous investing experiences provides an advantage with the present and future investment strategies.
Patrick’s personal approach leads to collaborative, long-term client relationships that ultimately provide personal referrals, a testament to his success in exceeding client expectations.
Patrick has 19 years of experience working in the equity and fixed income and wealth management. As a father, he invests on behalf of his family and understands firsthand the real life concerns many of us have about building and protecting wealth in today’s market environment.
GOALS AND VALUES
“Hands-on” financial advice
Collaborative, long-term client relationships
A focus on the individual, not just the market
A commitment to ethics and transparency
Financial security as the end goal
FINRA - Series 7 License General Securities Representative
FINRA - Series 65 Uniform Investment Advisor Law Examination
FINRA - Series 63 License Uniform Securities Agent State Law Examination
FLORIDA, NEW JERSEY, NEW YORK, PENNSYLVANIA
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Lower Merion High School
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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.
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 Lending Officer NMLS # 572969
Structured Credit Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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. Merrill Lynch Wealth Management 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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.