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Senior Financial AdvisorSenior Vice President - Wealth Management26301 U.S. HIGHWAY 19NCLEARWATER,
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Patrick has more than 23 years of experience with Merrill Lynch, including six years as a producing branch manager. Serving high-net worth individuals and business owners, he is dedicated to providing each client with outstanding service and the finest individually tailored approach to financial and investment strategies. At the heart of his philosophy is a passion to earn each client’s trust and respect through working hard with integrity and transparency and to build enduring relationships.Patrick takes the time to know each client as an individual and as an investor, focusing on what matters most to them and how they think and feel about investing. He then works with clients to establish personalized goals, to prioritize those goals, and to develop a plan to most effectively pursue those goals. Committed to frequent and clear communication, Patrick talks or meets with clients regularly to assess progress and adjust strategies as necessary.Understanding that most clients are extremely busy, Patrick works to simplify and organize their financial lives, providing assistance in the areas of equity and fixed income investing, education and retirement planning, estate planning services in conjunction with the clients’ CPAs and attorneys, intergenerational wealth transfer and life insurance analysis. The Firm’s full-service philosophy also includes access to a Wealth Management Lending Officer from Bank of America, N.A. who can review and help clients with borrowing needs and other opportunities. Through his many years with Merrill Lynch, Patrick has helped countless clients address their financial needs and concerns and successfully move toward financial security.Patrick is a graduate of the Wharton School of Business of the University of Pennsylvania and received his Master of Science from Villanova University. He has been active in his community and coaching youth sports for years. Patrick resides in Safety Harbor with his family.
*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Patrick Griffith is registered to do business in : AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.