Patrick Sullivan

Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. He assists by seeking to understand each clients financial objectives through an in depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the (PES) team are deeply committed to delivering the highest level of service for all of their clients. Patrick has been a member of the team since 2013.

Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.

A graduate from Hamilton College, Patrick earned a bachelor’s degree and captained their basketball team. He holds his Series 7, 63, 65, FINRA registrations as well as Insurance and Annuities licenses.

Currently, Patrick resides in New York City but grew up in Madison, New Jersey. He played professional basketball in Europe and his outside interests include golf, fishing, playing basketball, and spending time with his family.
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.