Vijay Patel

About Vijay Patel

Vijay Patel brings strong analytical and research skills to his role as a financial advisor. He believes successful long-term wealth management requires diligent, goals-based design that helps mitigate risk while navigating the evolving marketplace. Whether assisting individuals, families, nonprofit institutions, foundations or business owners, Vijay provides hands-on guidance in every step. His proactive communication is designed to help preserve assets and promote growth so clients pursue true financial independence. Prior to serving at Merrill Lynch Wealth Management, Vijay gained nearly a decade of international consulting experience working in Germany and England. In 2003, he became a financial services professional to leverage his research and consultative skills in a role that helped clients achieve their greatest financial and life goals. Today, he helps prepare clients for long-term success through process-driven services and genuine concern for clients\' well being. Vijay connects clients to Merrill\'s vast research, resources and specialists, as needed. Vijay holds an MBA from the University of Cambridge, England; a master\'s degree from Boston University and a bachelor\'s degree from the University of Chicago. In his spare time, he is an active member of the University of Chicago Alumni Association in Atlanta. Additionally, as a father of three children, including twins adopted internationally from Ethiopia, he is able to support parents on investing for the next generation\'s future.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Aug 2008 — Present

   My focus is to help clients preserve and optimize their financial wealth. I conduct regular reviews with clients to update their progress toward reaching their goals and to remain updated with any changes that may take place in their life and/or business.*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Education

• Boston University

  Master's Degree

  1997 — 1999

• University of Chicago

  Bachelor's Degree

  1993 — 1997

• University of Cambridge

  Master's Degree

  2002 — 2003