Patricia A Morrissey

Patricia Morrissey, Financial Advisor

Patty Morrissey began her career at Merrill Lynch Wealth Management in 1998 as a legal assistant in the Office of General Council. In 2000, she joined the Islip office and became a Registered Client Associate. Patty has been a teammate of Tom Riedy's since 2004.

Acting as the team's Analyst-Investments, Patty implements the team's discretionary model portfolios and regularly reviews client asset composition and allocation. Patty provides clients with systemic portfolio updates and advises as to proper rebalancing. She administers the team's equity and options trading and also handles all trust and estate matters.

Patty's in-depth knowledge of Merrill's products and services is a invaluable resource for all clients, particularly high net worth clientele. Patty also assists clients in transitioning to our technological applications such as MyMerrill and MyMerrill mobile apps.

Patty graduated magna cum laude from SUNY Albany where she received her Bachelor of Science degree in Business Administration/Finance.

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.