Robert Patterson
Senior Vice President, Wealth Management Advisor
NMLS #522940
2221 Washington Street
Newton, MA 02462
617.243.8047
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


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
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Meet Our Professional Staff
Samjhana Aryal
Registered Wealth Management Client Associate
617.243.8040
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.
Alex Katznelson
Wealth Management Banking Specialist
Merrill
John P Walsh
Retirement Specialist
Bank of America, N.A.
Thomas Giuliotti
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652381
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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Robert Patterson is registered to do business in AZ, CA, CO, CT, DE, FL, IL, KS, MA, MD, ME, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT.