The Welde Group

Merrill Lynch Wealth Management

Two Bala Cynwyd Plaza

Bala Cynwyd PA 19004

(800) 345.5046

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WelcomeRecognitionAbout UsMeet Our TeamInsightsAbout Merrill

Mission Statement

As a multigenerational family business, our commitment to helping your family extends to future generations. Our mission is to help you and your family feel grounded, confident, and cared for in every stage of your financial lives. We understand that money carries emotion, responsibility, and weight, and our role is to ease that burden. By serving as a trusted personal resource, we help our clients navigate complexity, balance competing priorities, and make decisions they can feel good about—knowing someone who truly understands them is always in their corner.

Welcome

Life changes faster than financial plans. Our greatest value comes not from what investments we recommend—but from how we help clients make better decisions and live more fully. Our clients feel known, understood, and supported. We strive to serve as a personal resource—integrating strategy, planning, and perspective—so our clients don’t have to carry the burden alone. By alleviating financial stress and balancing competing priorities, we help families live more fully today while stewarding what matters most for future generations.

Recognition

Patrick Welde

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Show more recognition

Patrick Welde

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Patrick Welde

Senior Vice President, Wealth Management Advisor

Forbes "Top Next-Gen Wealth Advisors Best-in-State", 2019, 2022-2025

(Published annually Aug - September. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Show More Recognitions

Forbes "Top Next-Gen Wealth Advisors Best-in-State", 2019, 2022-2025

(Published annually Aug - September. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2026

(Published on April 7, 2026. Rankings based on data as of June 30, 2025.)

The Welde Group

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team

Patrick Welde,

CFP®, CRPC™

Managing Director, Wealth Management Advisor

800.345.5046

Patrick Welde,

CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor

610.668.6125

James Francis Welde

Wealth Management Specialist

610.668.6141

Jennifer M Maxwell,

AAMS™, CRPC™

Vice President, Senior Relationship Manager

610.668.6197

Margaret M Gannon

Wealth Management Client Associate (FP)

610.668.6135

Meghan McKee

Officer, Wealth Management Client Associate

Kahsu G Gerezgiher

Officer, Wealth Management Client Associate

610.668.6157

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.

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

Elizabeth M Burlinson

Senior Wealth Management Lending Officer

NMLS #364508

Bank of America, N.A.

Jimmy Hagedorn

Wealth Management Banking Specialist

Merrill

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.