Patrick Fish
Pat's goal is to connect you to the people, plan and process that best fit your unique ambitions. He helps you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything he does for and with you takes into account your personal perspectives and priorities. He aims to bring simplicity and transparency to complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
He has earned the Charted Retirement Planning CounselorTM, CRPCTM designation. Prior to joining the firm, he completed a Bachelor of Science in Finance from the Smeal College of Business at Penn State University.
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.
