Patrick Hagerty
Since coming to Merrill in 2017, my goal has been rather simple: help my clients to craft a robust plan aimed toward achieving their goals and helping to bring them financial well being. That plan is the foundation on which I can deliver services and appropriate solutions to my clients that helps fulfill their evolving needs through the combined offerings of Merrill and Bank of America. I really believe my job is to help my clients cut through the noise and make sense of the seemingly endless stream of conflicting information, and having a plan in place is the first big step to help accomplish that.Prior to coming to Merrill, I graduated with my B.A. from St. Ambrose University in 2011. I started my career in the financial industry in fall of 2011 at Scottrade, with a stop along the way at PNC Bank.I live in the Southwest Suburbs of Chicago with my wife and two sons.
I build relationships not just based on returns and the market, but rather by getting a deep understanding of my clients, their goals and aspirations. I work side by side with my clients to craft a thoughtful, personalized plan that harnesses the potential solutions available to them through Merrill and Bank of America.
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.
