Patrick began his career at Merrill Lynch Wealth Management in 2001, shortly after earning his Bachelor’s degree in finance from Wofford College. Patrick is a firm believer that good fortune alone brings in few boats that are not steered, and that most families need a well-designed, consistently reviewed and easily articulated wealth management plan.
Wealth management is not static, it is dynamic. Managing significant wealth is more than a matter of portfolio construction. It is a process, built through a series of discussions and actions, that can help you transform your financial vision into reality. As a client, you are our focal point - and we will strive to offer you a consistent experience that is both disciplined and inspiring. From the very beginning, our goal is to get to know you and your family. The more we understand your motivations, the better equipped we will be to assist you in managing your wealth. Our advice and guidance can help bring simplicity and clarity to your financial life.
Patrick is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. These may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Patrick holds the CERTIFIED FINANCIAL PLANNER™ CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc. He has held that since January 14th, 2008. He also holds the Chartered Retirement Planning CounselorTM CRPCTM designation that is awarded by The College for Financial Planning Institutes Corp. and had since 2003.
Patrick lives in Charleston with his wife, Erin, and their three children, Rory, Teddy and Knox.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.
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.
