Patrick Mahar
Patrick Mahar has been in the financial services industry since 1995 and with Merrill Lynch Wealth Management since 2006 when they bought his previous employer. His focus has always been to help individuals, their families and their businesses reach their short and long-term financial goals.
Patrick's approach to wealth management is consultative, objective and committed to excellence. the first step is to take the time to listen and review the current financial situations, preferences and goals. Secondly, he offers recommendations to satisfy each clients income and growth expectations. Third, he follows up with a wide range of opportunities including investments, retirement and estate planning services.
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. He also holds a Chartered Retirement Planning Counselor certificate, awarded by the College for Financial Planning Institutes Corp.
Patrick grew up locally and is a 1992 graduate of Cornell University. He and his wife Beth, along with their two children live in Westvale, NY. They enjoy golf, skiing and exercising and spending time with their two sons.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
