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Patrick Mcdonald

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Patrick Mcdonald

Senior Financial Advisor, First Vice President | Merrill Lynch

Texas, United States

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Patrick Mcdonald

Summary

Patrick McDonald is a seasoned financial advisor with over a decade of experience at Merrill Lynch Wealth Management, where he serves as a First Vice President and Senior Financial Advisor. He specializes in estate and retirement planning, family wealth management, and philanthropic planning, offering clients tailored investment strategies that align with their unique goals. Patrick is deeply committed to community involvement, supporting organizations like the DePelchin Children's Center and SEARCH Homeless Services. His quantitative approach to financial strategies emphasizes asset allocation and risk management, ensuring clients are well-equipped to navigate the complexities of wealth management. With a strong educational background from Texas Tech University, Patrick combines professional expertise with a passion for empowering families to achieve financial security and growth. He is recognized not only for his technical skills but also for his dedication to client relationships and community service.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Patrick Mcdonald

Work Experience

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Senior Financial Advisor, First Vice President at

Merrill Lynch

October 2010 - Present

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Patrick Mcdonald

Education

Texas Tech University Rawls College of Business

Frequently Asked Questions about Patrick Mcdonald

What is Patrick Mcdonald email address?

Patrick Mcdonald's primary email address is ****************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patrick Mcdonald work for?

Patrick Mcdonald is a Senior Financial Advisor, First Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Patrick Mcdonald graduated from?

Patrick Mcdonald holds a degree in from Texas Tech University Rawls College of Business.

How can I directly contact Patrick Mcdonald?

To contact Patrick Mcdonald directly, you can use the email address ****************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Patrick Mcdonald?

Patrick McDonald is a seasoned financial advisor with over a decade of experience at Merrill Lynch Wealth Management, where he serves as a First Vice President and Senior Financial Advisor. He specializes in estate and retirement planning, family wealth management, and philanthropic planning, offering clients tailored investment strategies that align with their unique goals. Patrick is deeply committed to community involvement, supporting organizations like the DePelchin Children's Center and SEARCH Homeless Services. His quantitative approach to financial strategies emphasizes asset allocation and risk management, ensuring clients are well-equipped to navigate the complexities of wealth management. With a strong educational background from Texas Tech University, Patrick combines professional expertise with a passion for empowering families to achieve financial security and growth. He is recognized not only for his technical skills but also for his dedication to client relationships and community service.

Patrick`s contact details

mail

****************@ml.com

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