Patrick Malone
Wealth Management Advisor, Managing Director at Merrill Lynch
Based in Boston, United States
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Seniority
Director
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
35K
Contact information
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p•••••••@ml.com
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Background
About Patrick Malone
Patrick Malone is a Managing Director- Wealth Management Advisor and has been with Merrill Lynch Wealth Management since 2006. Patrick provides tailored wealth management services to a select group of high net worth clients nationwide. He applies his insight and experience, harnessing the extensive resources of the firm to devise integrated approaches to multiple wealth disciplines: investment management, retirement and education planning, cash management, and trust and estate planning services. Patrick was named to Forbes "Best-in-State Wealth Advisors" list in 2018 and 2019 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year). In addition, Patrick was named to Forbes "Top Next-Generation Wealth Advisors" 2018 (*Published on July 25, 2018. Rankings based on data as of March 31, 2018).*Please see the Honors & Awards section of Patrick's profile for a full list of disclosures.
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