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.
Profile

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.)
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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.

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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.