Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Patricio Miguel Panuncio began his career in the financial services industry in 2016, interning for a Senior Vice President with the Royal Bank of Canada Wealth Management Division (RBC). During his internship, Patricio developed sound investment practices, learning from one of the top producers in the industry.
After completing his internship Patricio left RBC to focus on his college education, where he attended the University of Utah. In August of 2018, after performing significant due diligence and learning about its reputation as a leading global investment bank, he joined Merrill Lynch, a Bank of America Corporation.
As a Merrill Lynch Financial Advisor, Patricio is committed to building and maintaining strong client relationships. He works with a dynamic team of knowledgeable professionals to deliver financial advice and guidance to high net worth individuals, families, foundations, and businesses. Patricio is passionate about building custom strategies around his client’s priorities, risk tolerance and goals. He prides himself on being an accessible, knowledgeable, and experienced provider of personalized service, underpinned by the resources of a global institution.
Patricio holds the Series 7 (General Securities) and Series 66 (Uniform Combined State Law) FINRA registrations.
Prior to joining the financial services industry, Patricio learned the importance of building and maintaining strong relationships while working in various roles in government relations, public affairs, and political fundraising. His clients consisted of local, state, and national campaigns, associations, and non-profits in California, DC, New York, Texas, Ohio and Utah. He also worked in the Utah legislature for the Senate Minority Whip.
Patricio was born in Buenos Aires, Argentina and migrated to the United States at age 6. He is fluent in Spanish and an advocate for immigrants and the Latino community. Patricio married his sweetheart Mary Alice on October of 2018. They live in Salt Lake City, Utah. As a family, they enjoy traveling, reading, and spending time with their relatives.
English & Spanish
Academy for Math Engineering and Science
University of Utah
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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 you stay on track to achieve what's most important to you.
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We will work to help you stay on track, regardless of what the markets are doing.