Patricia has established herself as a dedicated financial services professional for over 16 years. She began her career in the financial industry in 2007 and later joined Merrill Lynch Wealth Management in 2016. Throughout her career, Patricia has built long-lasting relationships with high-net-worth clients, corporate executives, and their families by providing them with valuable insights. She implements and administers equity-based compensation plans that help corporate clients attract and retain key executives and employees. In addition, Patricia assists individuals and their families in managing wealth to help them pursue their unique goals and priorities.
As a Charted Financial Consultant® professional, Patricia focuses on addressing wealth management needs of individuals, families, and small business owners. She helps clients identify and establish specific goals and then formulates, implements, and tracks a comprehensive plan to pursue those goals. Patricia also assists clients with financial strategies, wealth accumulation, estate planning services, tax minimization strategies, life and health insurance, investments, and retirement planning.
She holds a B.S. in Operations and Information Systems Management from The Pennsylvania State University. At Bank of America Merrill, Patricia is co-chair of the Business Strategy committee of HOLA - Hispanic/Latino Organization for Leadership and Advancement, she is a member of the Hispanic Latino Business Council (HLBC), the Leadership, Education, Advocacy and Development for Women (LEAD) and the Disability Action Network North Texas Chapters. Outside of Bank of America Merrill, Patricia is a member of the Hispanic Women Network of Texas (HWNT), the Association of Latino Professionals for America (ALPFA), and the Women Business Council – Southwest (WBC-S). In her spare time, Patricia is dedicated to the Financial Literacy of the Hispanic Latino community and partners with different organizations to provide educational seminars. Patricia and her husband Luis live in Dallas with their two children and enjoy doing family activities.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
