Patricia Fuentes Lara

Financial Advisor, Vice President @Merrill Lynch

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2016 — Present

Financial Advisor, Vice President @Merrill Lynch

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I empower my clients to reach financial peaks at any age and even when life gets a little challenging. I do this by sticking with my clients-from individuals and families to small business owners-starting on day one and continuing all the way through for generations to come. I provide personalized and comprehensive guidance so my clients can make informed decisions beyond just picking stocks or learning about IRAs. I\'m here to set up a roadmap laced with tailored strategies so they can feel empowered to choose how they spend their time and money. That way wealth management isn\'t consuming their life. It\'s enhancing it beyond what they thought was possible.In the enterprise, I am part of the Hispanic Latino Business Council and was selected to be in the accelerated leadership program of the Hispanic Leadership Executive Council, for creating awareness and strategic focus in the Hispanic/Latino business community. I am also a member of HWNT, ALPFA and Women Business Council Southwest.

ABOUT PATRICIA FUENTES LARA

I empower my clients and help improve their quality of life by providing comprehensive…

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Patricia Fuentes Lara — Financial Advisor, Vice President at Merrill Lynch in Dallas, TX, US | Unifers