Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
For affluent clientele, Patrick provides customized wealth management strategies and personalized attention – guiding successful entrepreneurs and business owners, medical and legal professionals, real estate and other executives in pursuing financial goals they’ve set for themselves and their families.
Serving most clients for more for than fifteen years (many who’ve been referred to him by accountants), Patrick’s reputation as a conscientious steward of clients’ wealth is growing.
For those in their prime income-earning years, Patrick is committed to educating them on risk and aligning their desire to build and preserve wealth and minimize taxes. According to Patrick, “I see my role as encouraging clients to take a long-term view of their assets. The right allocation for clients who are years from retirement, for example, requires an emphasis on equities. I show them how important it is to invest without emotion. Fall in love with your spouse, not your investments.”
Before beginning to review a client’s current portfolio, Patrick’s “discovery” process is in-depth. Striving to appreciate client concerns, circumstances and objectives, he examines what’s in place and what’s missing. This stage can signal the need for updating wills, revising insurance and succession plans, or improving home financing and other credit strategies through Bank of America, N.A. Only after Patrick examines ways to improve clients’ overall financial health does he look at tactics for optimizing “three buckets” of taxable, tax-free and tax-deferred investments – utilizing Merrill Lynch Wealth Management portfolios of ETFs, mutual funds and stocks.
Patrick feels rewarded helping clients answer challenges and questions – most often at their office. He’s well aware of clients’ demanding schedules and places a premium on their time, as well as their money.
Growing up in a military family, Patrick became an All-American tennis player at Missouri’s Truman State University where he graduated Cum Laude with a Bachelor of Arts degree in Business Administration in 1994. Upon graduation, Patrick played professional tennis for more than a year. Next, he attended Baylor University where he received a Masters of Science degree in Education in 1997 and was the assistant coach of the Men's Tennis Team (2004 National Champions). Later, he interned with the Professional Golf Association (PGA) at the Four Seasons Resort and Club – where he spent three years as a tennis professional.
Patrick launched his career in financial services with Smith Barney in 2000 and joined Merrill as a Financial Advisor in 2008. Today, it’s not surprising that Patrick is the club champion at Brookhaven Country Club where he, his wife, Yvonne and their three children live on the golf course. Patrick enjoys watching his children perform and compete, playing golf and snow skiing. He still plays tennis almost every day (at 6 am) at Brookhaven.
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.
Truman State University
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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.
Bank of America, N.A.
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.
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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.
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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.