The financial world's increasing complexities call for the objectivity and experience of an investment consultant. Patty’s knowledge of the intricate and nuanced issues of the investment landscape helps clients make wise wealth management decisions. Patty draws insights from thought leaders, both internal and external to Merrill. Her judgment has been honed over a number of investment cycles and reflects experience from advising clients through challenging markets. She places a premium on liquidity and flexibility. Patty recognizes the importance of wealth preservation. While her decisions are guided by the intellectual capital, research and models of Merrill, she is not limited by these parameters in pursuing individualized client strategies. Clients look to Patty to simplify, organize and streamline their financial lives.
Patty has been a Wealth Management Advisor since 1998, she joined Merrill Lynch Wealth Management in 2009. Integrity & honesty are at the heart of her business philosophy. She takes pride in her ability to build strong, long lasting relationships that allow her to truly understand her client's needs. Patty is committed to expanding her financial knowledge through continuing education. She earned her Certified Investment Management Analyst^® (CIMA^®) designation from the Investments & Wealth Institute^™ (The Institute)and taught in conjunction with the University of California Berkeley Haas School of Business. Patty received a Bachelor’s degree from Marquette University.
When not at work, Patty enjoys travel, the arts, hiking and yoga. She and her family reside in Sammamish,WA.
 
 
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