Patrick Fish

Background

About Patrick Fish

As Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, my goal is to connect clients to the people, plan and process that best fit their unique ambitions. I focus on helping corporate executives, business owners, sports and entertainers, and their families achieve their financial goals through personalized wealth management strategies. My approach takes into account personal perspectives and priorities. I aim to bring simplicity and transparency to complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping my clients reach their goals. With a focus on a long-term approach I guide clients with investment planning, retirement strategies, tax optimization, and trust and estate services, all while maintaining a deep commitment to understanding their unique needs and aspirations. On a personal note I am from Medford, NJ and I currently live in downtown Manhattan. A graduate from Pennsylvania State University Smeal School of Business with a Bachelor of Science in Finance, I enjoy Philadelphia sports, spending time at the beach with my family, and golfing with friends.