Patrick Armano-Amato
I partner with clients to build personalized financial strategies that reflect their goals, values, and long-term vision. My approach centers on education, transparency, and disciplined planning. As an advisor dedicated to supporting the LGBTQ+ community, I understand the distinctive financial considerations many clients face and work to provide guidance that is both inclusive and aligned with their aspirations. My priority is helping each client feel empowered, informed, and supported throughout their financial journey.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in a clear, collaborative financial decision-making process. For many LGBTQ+ individuals, couples, and families, financial planning can involve unique considerations—from navigating changing family structures to planning across generations—and open dialogue is essential.
I help facilitate these conversations with care and respect, offering personalized financial strategies that reflect your goals, values, and the people who matter most to you. My approach is designed to help all clients, including those within the LGBTQ+ community, feel informed, supported, and confident as they plan for their financial future.
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.
