Patrick Crowley

Vice President, Senior Financial Advisor
NMLS #1157887

110 N Wacker Dr
Chicago, IL 60606
312.499.4650
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Patrick is a Financial Advisor in the Downtown Chicago office. Prior to joining Merrill Lynch in 2013, Patrick had been co-managing equity and fixed income portfolios for high-net-worth families and business owners since 2006 at Morgan Stanley and Smith Barney. He has the same experience counseling business owners, corporate executives and wealthy families in the areas of wealth and retirement planning, hedging and monetization, asset allocation and alternative investments. He began his career as a Consulting Group Analyst at Smith Barney in 2006 and immediately took on various portfolio management duties. Patrick earned his B.B.A. in Finance from the University of Iowa in Iowa City, Iowa and has completed advanced training from the CFA® Institute and the Investment Banking Institute of Chicago.

Patrick works with high net-worth families and individuals, helping them preserve and grow their wealth over time using a Planning Process focused on goals-based wealth management. He strives to achieve market returns while minimizing risk throughout his client's portfolios.

Patrick grew up in Mount Prospect, Illinois and holds a degree in finance from the University of Iowa. He is a board member of the Rotary Club - Chicago Financial District and active member of the CFA® Society of Chicago. He is also actively involved with Special Children’s Charities, PAWS Chicago, After School Matters and St. Alphonsus Church of Chicago. He holds series 7 and 66 FINRA registrations as well as Life, Health, and Variable Insurance.

*Asset allocation does not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Mission Statement

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Michelle McDonald O'Brien,

CDFA®

Vice President, Senior Business Manager
312.269.5073
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.
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
Jesus Blas
Wealth Management Banking Specialist
Merrill
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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Patrick Crowley is registered to do business in AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI.