The Patriquin Group

Merrill Lynch Wealth Management

520 Newport Center Dr
Newport Beach, CA 92660
(949) 721-6515
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We strive to be the premier financial team of choice who provides the most value by delivering comprehensive strategies and exceptional service.We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.At The Patriquin Group, we believe that most investors don't expect enough from their financial advisors. Certainly, investment prowess is important but, individuals and their families with complex needs deserve more.
The Patriquin 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
Debra Patriquin
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Women Wealth Advisors", 2020-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Working Mother "Top Wealth Adviser Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

We strive to be the premier financial team of choice who provides the most value by delivering comprehensive advice and guidance and exceptional service. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

Meet Our Team
Debra Patriquin,

CEPA®, CPFA™, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
949.721.6515
Amanda Akin
Wealth Management Associate
949.721.6516
Mayra Carbajal
Wealth Management Client Associate
949.721.6594
Silva Tutunjian
Wealth Management Client Associate
949.721.6176
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.
Eugene Becerra
Wealth Management Banking Specialist
Merrill
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Aaron Deming
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637451
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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.