Patrick Lively
Senior Financial Advisor, Managing Director at Merrill Lynch
Based in Washington, United States
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Seniority
Director
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
35K
Contact information
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p•••••••@ml.com
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Background
About Patrick Lively
Pat brings a sense of purpose and decades of financial experience to the integrated strategies he builds on each client's behalf. Since joining Merrill Lynch Wealth Management in 1993, Pat has reminded clients that helping them make wise financial decisions is critical to managing risk across their financial lives.Pat holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and graduated from Fairfield University, where he majored in Finance and minored in Economics. A lifelong resident of the Washington D.C. area, Pat and his wife, Jane, live in Kensington, Maryland with their three children. Pat's favorite "away from the office” moments include time at the beach with his family, coaching several sports and participating in service projects with the Father's Club at his children's school.Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.
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