Patrick Baldwin

Role
Private Wealth Advisor, Managing Director at Merrill Lynch
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Patrick Baldwin

I am a co-founder and leader of the Baldwin Marcovici Group within Merrill Private Wealth…

Experience

  1. Private Wealth Advisor, Managing Director

    Merrill Lynch

    Mar 1990 — Present

    I joined Merrill in 1989 and became one of the first advisors to join a new division established to serve the needs of ultra-high-net-worth families, Merrill Private Wealth Management. My longevity with the Firm allows me to harness its extensive offerings, bringing the broad capabilities to clients in a manner that is personal, tailored, and immediate. I have a significant network of specialists within the Firm, catering to the exacting needs of Private Wealth Management clients. Within my own team, I oversee the outreach and offerings of the team, with special emphasis on its equity and dividend strategies. My partner, Michael Marcovici, and I have worked together since 1993. Our team prides itself on long-term client relationships that are grounded in personalization, coordination, and extraordinary service.

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Patrick Baldwin — Private Wealth Advisor, Managing Director at Merrill Lynch in Chicago, IL, US | Unifers