Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Patrick McNicholas
Financial Advisor
NMLS #1881368
2400 North Commerce Parkway
Suite 100
Weston FL 33326
(954) 349.6213
(954) 349.6213
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
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.
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About Me
Welcome
My mission is simple: to understand you and what matters most. Here's how I approach that:
- Start with you – I take time to learn your priorities, goals, and values.
- Ask thoughtful questions – Listening carefully to understand where your wealth stands today and where you want it to be tomorrow.
- Design a personalized plan – Tailored strategies to help you and your family pursue financial goals while managing investment risk.
- Focus on solutions – Practical steps to help turn your goals into reality.
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.
Deborah Pugatch
Wealth Management Banking Specialist
Merrill
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Sameer Derashri
Wealth Strategist
Merrill
Expand to see all specialists
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Patrick McNicholas is registered to do business in CA, CO, CT, FL, GA, IL, MA, ME, MI, MO, NC, NJ, NV, NY, PA, SC, TX, UT.