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Senior Financial AdvisorSenior Vice President - Wealth Management1152 15TH STREET NW
Patrick W. Bransford, CFP®, CIMA®Senior Vice President - Wealth ManagementSenior Financial AdvisorHaving entered the financial services industry in 1997, Patrick joined Merrill Lynch in 2010, feeling that the firm offered the wealth management process, global resources, and investment platforms that complemented his ability to help clients achieve their financial objectives.Patrick received his B.A. in Psychology from the University of Virginia. He holds the Certified Investment Management Analyst® designation (CIMA®), administered by Investment Management Consultants Association and taught in conjunction with The Wharton School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a certification awarded by the Certified Financial Planner Board of Standards, Inc. He provides strategic financial advice to address the complex needs of families and institutions through multiple generations. Patrick and his wife, Melinda, live in Alexandria, VA, with their children, James and Ty.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Patrick Bransford is registered to do business in : CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NJ, NM, NY, PA, TX, VA
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