Patrick Mahar
,

Vice President, Senior Financial Advisor
NMLS #578607

205 South Salina Street
Syracuse, NY 13202
315.424.1663
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Nancy Moak-Marshall
Registered Senior Wealth Management Client Associate
315.424.1695
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Amanda L. Teter
Wealth Management Banking Specialist
Merrill
Randall Alan Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Patrick Mahar is registered to do business in CA, CO, CT, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NV, NY, OH, SC, TX.