The Fitz-Patrick Group

Merrill Lynch Wealth Management
11333 McCormick Rd
Hunt Valley, MD 21031
(410) 527.7723
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At The Fitz-Patrick Group, every member of our team is dedicated to helping you achieve your financial goals. Retirement, education and customized goal planning are incorporated into a detailed financial strategy. Asset, investment, and portfolio management tools are applied to achieve those goals. Our corporate services include a full suite of benefit plan services,  cash management and lending services. We customize your goals no matter what is your or your company's life cycle stage position.
The Fitz-Patrick Group
Welcome


Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.

We start the goals based process with a tool called the Wealth Management Outlook, which helps us to help you define your life goals. Contact us to take the next step.

About Us
Welcome

Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.

We start the goals based process with a tool called the Wealth Management Outlook, which helps us to help you define your life goals. Contact us to take the next step.

Meet Our Team
Michael Fitz-Patrick,

CPFA™

Senior Vice President, Senior Financial Advisor
410.527.7723
William Smith,

CFP®

Assistant Vice President, Financial Advisor
410.527.7762
Anthony Sparacino
Registered Wealth Management Client Associate
410.527.7717
Brennan Joseph Wynn
Registered Wealth Management Client Associate
410.527.7703
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.
Andrew Piet
Wealth Management Banking Specialist
Merrill
William K. (Bill) Flanigan
Employee Benefits Specialist
Bank of America, N.A.
Merrill Lynch Logo
Carolyn F. Grant-Suttie
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652345
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.