Patrick Burke
Patrick has been in the financial services industry since 1990. He is currently responsible for providing wealth management services for high-net-worth families, their businesses, as well as several prominent non-profit organizations. Patrick uses his more than twenty years of industry experience to counsel clients on their specific needs. He advises Merrill relationships on traditional investing utilizing a risk management based approach. Patrick also covers a wide range of investment opportunities including business mergers, acquisition financing, estate planning services, and philanthropic goals. Prior to his current role, Patrick worked as a Credit Manager with Norwest Financial, advising clients on their liability management needs. He is a 1989 graduate of Virginia Poytechnic Institute, with a B.S. in Business Management and has been serving as a financial advisor with Merrill Lynch Wealth Management since January 1993. Patrick completed the Business Executive Education program at Wharton and earned his Certified Investment Management Analyst® (CIMA®) certification in 2007. He is a 1985 graduate from Episcopal High School as well as an active Virginia Tech Alumni. As a proud member of his local community, Patrick resides in Alexandria, VA with his family where he was born and raised. His hobbies include football, soccer and basketball – both playing and coaching – boating and classic cars.**Named to the 2024 Forbes “Best-in-State Wealth Advisors” list 2024, 2023 and 2022.**Published annually Jan – April. Rankings based on data as of June 30 of prior year*.****Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
