Your advisor
Patrick Bischoff
11951 Freedom Drive
Suite 1750
Reston, VA 20190
(703) 464-8830
Market Briefs
Breaking insights on the economy, market volatility, policy changes and geopolitical events
The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Patrick Bischoff
Senior Vice President, Wealth Management Advisor
NMLS #662635
11951 Freedom Drive
Suite 1750
Reston VA 20190
(703) 464.8830
(703) 464.8830
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes. We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile
My team and I assist individuals and families who require strategies to help them maintain and growth their wealth. By utilizing a goals-based planning approach, our focus is on building an asset allocation model around your financial objectives. The resources of Merrill and Bank of America provide us tools for any situation that you and your family are facing. Locally, I work with various situational partners including Walker & Associates. Raised in the suburbs of New York City, I was always fascinated with Wall Street. Getting to the best firm on “The Street” isn’t easy but thankfully my parents instilled a quest for knowledge, and work-ethic that my siblings and I took very seriously. Athletics was a key driver in my upbringing, and I am a two-time marathon finisher. Education and Certifications: • Certified Investment Management Analyst® designation, an investment program developed by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania • Retirement Management Advisor® designation awarded by the Investments & Wealth Institute™ • B.S. in Finance from George Mason University • M.S. in Finance from Colorado State University – Global I live in Leesburg, VA with my wife Sarah, three sons and golden-doodle, Bo. Community involvement, youth athletics, and traveling to the mountains or beaches keep us busy. Outside of family-life and work, I can be found on the golf course, working-out or walking around downtown Leesburg, typically to a coffee shop. Prior to starting at Merrill in 2002, I began my career at Manulife in Stamford, CT. |
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About Me
Welcome
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Meet Our Professional Staff
Christine Papadopoulos
Officer, Registered Wealth Management Client Associate
703.464.8813
703.464.8813
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.
Keller Hardy
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1043656
English Koontz
Wealth Management Banking Specialist
Merrill
Kevin Engelstad
Retirement Specialist
Bank of America, N.A.
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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.
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Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Patrick Bischoff is registered to do business in AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.