VIjay Patel
,
Senior Vice President, Wealth Management Advisor
300 Galleria Pkwy SE
Atlanta, GA 30339
770.858.1201
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Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
Welcome

As a financial advisor with more than 15 years of experience in Boston, Frankfurt and Atlanta, I advise a diverse clientele of affluent individuals, businesses and institutions in all areas of wealth management.

Individuals and Families
-Customized asset allocation
-Education planning
-Estate and trust planning services
-Retirement planning
-Securities-based lending

Business
-Capital management accounts
-401k and Pension services

Nonprofit Institutions and Foundations
-Philanthropic gifts planning
-Grant leveraging

Above all, my primary focus is to help clients preserve and optimize their financial wealth through customized strategies and exceptional, unbiased service. I conduct regular reviews with clients to help them track their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.

MBA – 2003 University of Cambridge, England
MA – 1999 Boston University
BA – 1997 University of Chicago

Recognition
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Jeannie M Darwin, CFP®,CPFA™
Wealth Management Associate
770.858.1246
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.

About Merrill
Fresh perspectives

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.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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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.
Vijay L Patel is registered to do business in AL, AR, AZ, CA, CT, FL, GA, IA, IL, MI, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WY.