Senior Vice President
Senior Financial Advisor
With over nineteen years of investment experience, Patrick has been with Merrill Lynch Wealth Management since October of 2004. He works with affluent families to develop customized strategies designed to achieve both short-term and long-term financial goals. He focuses on building portfolios to help achieve a specific goal for each client. Those goals include retirement, education planning, philanthropic giving or leaving a legacy to future generations. Patrick thrives to help clients understand the purpose of each investment within their portfolios. He is a graduate of Arizona State where he studied Economics. He, his wife, and young daughters currently reside in Pepper Pike.
Please feel free to call to set an appointment to discuss how we can find solutions based upon your risk tolerance, time horizon, liquidity needs and overall investment goals.
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.
