Patrick McNicholas
Managing your wealth starts with understanding what matters most to you. Here’s how I can help:
- Get the full picture: I take time to understand your goals, priorities, and financial situation.
- Create flexible strategies: Your plan will be designed to adapt to today’s changing markets and your evolving needs.
- Access powerful resources: Benefit from Merrill’s investment insights and the banking and lending solutions of Bank of America.
- Stay focused on your goals: Together, we’ll build a personalized wealth management strategy designed to help you pursue what’s most important to you.
I'm passionate about helping people feel confident about their financial future. I work closely with professionals and families to simplify complex decisions; whether it's planning for retirement, building wealth, or creating a lasting legacy. My previous experience as a college professor taught me how to break down complex topics and educate clients so they feel informed and empowered every step of the way. And when I'm not helping clients, you'll find me playing golf, guitar or cheering on the Cleveland Browns, Cavs and Guardians!
Please join Merrill for a virtual informative presentation on Cybersecurity featuring Cyber Crime Sr. Specialist, Jim Scopis from Bank of America Global Technology. The news of cyberattacks and data b...
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.
