Paul Patterson
Managing Director, Senior Financial Advisor
- Role
- Senior Financial Advisor, Managing Director at Merrill Lynch
- Location
- Lakeland, FL, US
- LinkedIn followers
- 500 followers
About Paul Patterson
Paul Patterson is a Senior Financial Advisor of the Weiss Patterson Group. He joined the firm in 2009. Paul manages high net worth client relationships and addresses their cash management and investment needs, while considering their risk parameters, personal timelines, lifestyle needs, and long-term goals. Paul recognizes the importance of investing funds and managing cash flow to help meet a client\'s goals and objectives. He utilizes the Firm\'s capabilities to connect clients to strategies that help meet their needs in a warm and personalized manner. Paul draws upon Merrill research through the Chief Investment Office (CIO) to inform his market outlook and stay updated on evolving markets. In 2024, Paul was recognized by Forbes on \"Best-in-State Wealth Advisors\" list for the third consecutive year (Published annually Jan - April. Rankings based on data as of June 30 of prior year) as well as the Forbes \"Best-in-State Next-Generation Wealth Advisors\" list in 2022 (published on August 3, 2022. Rankings based on data as of March 31, 2022). Paul earned his bachelor\'s in Finance from The University of Tampa. Paul and his wife, Summer, live in Tampa with their two sons and daughter. In his free time Paul enjoys flying, swimming, and spending time in the mountains in Utah with his family.*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A,(\"Bank of America\") and Merrill Lynch, Pierce, Fenner & Smith Incorporated (\"MLPF & S\" or \"Merrill\"), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\").
Experience
Senior Financial Advisor, Managing Director
Nov 2009 — Present
Education
University of Tampa
Bachelor's Degree
Skills
- Bloomberg Terminal
- Uniform Combined State Law
- Microsoft Excel
- Sales
- Series 66
- Six Sigma
- Investments
- Sales Prospecting
- Retirement Plan Consulting
- Series 7
- Wealth Management
- Customer Service
- Alternative Investments
- Financial Modeling
- Banking
- Mutual Funds
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.