Patrick Magarian

Registered Wealth Management Client Associate at Merrill Lynch

Role
Registered Wealth Management Client Associate at Merrill Lynch
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Patrick Magarian

Patrick is a Registered Wealth Management Client Associate at Merrill Lynch. He maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation, the FINRA Series 7 registration, and the NASAA Series 66 registration. Patrick’s technical proficiency and personable approach helps support individuals and families in achieving their life goals. He takes pride in building relationships, understanding clients, and delivering timely, precise support throughout the financial planning process. Patrick earned a Master of Business Administration from Xavier University and a Bachelor of Science in Business Administration from The Ohio State University, with a major in Finance.

Experience

  1. Registered Wealth Management Client Associate

    Merrill Lynch

    May 2025 — Present · Cincinnati, OH, US

Education

  • The Ohio State University

    Bachelor of Science - BS, Finance

    2020 — 2023

  • Xavier University

    Master of Business Administration - MBA, Business Administration

    2023 — 2024

  • Cincinnati Country Day School

    High School Diploma

    2014 — 2018

  • Elon University

    Finance and Broadcast Journalism

    2018 — 2020

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Patrick Magarian — Registered Wealth Management Client Associate at Merrill Lynch in Cincinnati, OH, US | Unifers