Patrick M. Cahill III, CFP® Senior Vice President, Wealth Management Advisor. Pat received a Bachelor of Science degree in Business Administration from Villanova University and joined Merrill Lynch Wealth Management in 1983, becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2003 awarded by the Certified Financial Planner Board of Standards, Inc. Pat focuses on strategies involving managed money, business financial services, retirement, estate needs, and college planning.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
