The Weiss Patterson Group

Merrill Lynch Wealth Management
101 E Kennedy Blvd
Tampa, FL 33602
813.273.8541
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Weiss Patterson Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Robert Weiss
Forbes' "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes' "America's Top Next-Generation Wealth Advisors", 2017
(Published on July 25, 2017. Rankings based on data as of March 31, 2017.)
Forbes "America's Top Next-Generation Wealth Advisors", 2018-2019
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Show More Recognitions
Paul Patterson
Forbes "America's Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Wednesday, April 17th 2024
Q1 2024 Market Update

We will be joined by Rob Romano who works as the Head of Capital Markets Investors Solutions with the Investment Solutions Group at Merrill. Rob has been a terrific partner to our team and consistently provides relevant market content in clear, entertaining, and relevant manners.

Meet Our Team
Robert Weiss, CPFA™,CRPC™,CRPS™
Managing Director, Senior Financial Advisor
813.273.8541
Paul Patterson
Managing Director, Senior Financial Advisor
863.680.5437
Michelle G Schatzberg
Assistant Vice President, Business Manager
813.273.8539
Crystal Meredith Bahr
Assistant Vice President, Wealth Management Associate
813.273.8610
Janci Wise
Officer, Wealth Management Client Associate - Resident Director Assistant
863.680.5418
Brandon Barrett
Merrill Financial Solutions Advisor
727.462.2327
Additional Resources
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.
John Langley
Wealth Management Lending Officer
NMLS #226413
Lisa Spurlin
Wealth Management Banking Specialist
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.