PATRICK BORUM

Patrick lives in Holland Michigan, where he was born and raised. He attended the Seidman College of Business at Grand Valley State University where he graduated early in 2018 with a bachelor’s degree in both Finance and Business Management. He joined Merrill in 2021. He holds both the Sports & Entertainment Accredited Wealth Management Advisor™ and the Chartered Retirement Planning Counselor™.As a financial advisor, Patrick works with clients to develop an in-depth understanding of their situation, priorities, and values. He delivers comprehensive and customized advice based on risk tolerance, time horizon, liquidity needs, cost considerations, and overall investment goals. He is a fierce advocate for his clients and ensures they understand their options & his advice. Patrick’s clientele is diverse, from young aspiring couples looking to build their nest egg, to retirees looking to protect theirs, and everyone in between. Patrick loves working at Bank of America & Merrill because it is a true financial one-stop-shop. He can access anything and everything his clients need, without any proprietary products or conflicts of interest.ADDITIONAL SERVICES:Stock Compensation PlanningCustom Lending & Deposit Solutions (Bank of America)Customize Investment Strategies through the Investment Advisory ProgramEstate & Legacy PlanningTrust Services (Bank of America Private Bank)Education PlanningSports & EntertainmentPersonal & Business Banking (Bank of America) WHY DO CLIENTS WORK WITH ME?They deserve white glove service and proactive advice.I provide unbiased objective recommendations; relationships are built on mutual respect and honesty.Their situation is not ‘cookie cutter’ and prefer a customized plan & investment strategy.I have access to solutions and strategies that are not widely available. CONNECT WITH ME IF:-You would like to connect with someone in my LinkedIn network.-You are interested in seeing what working with me looks like.-You are looking for someone to play golf with – I’m always looking for an excuse to go play!
Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.