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    Patrick Benson

    Senior Financial Advisor

    Patrick Benson is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, based in San Francisco, California.1 He focuses on offering a comprehensive approach to managing wealth, beginning with understanding clients and their families, financial situations, and priorities.1 Benson creates customized wealth management strategies that can adapt to changing needs and market conditions.1

    With over 9 years of experience at Merrill Lynch, Patrick leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives.12 He is passionate about delivering excellent service and helping clients pursue their goals.1

    Patrick Benson holds a Bachelor's Degree from Amherst College, which he obtained between 2004 and 2008.1 He is multilingual, with native or bilingual proficiency in English and limited working proficiency in French and German.1 Benson also holds a Personal Investment Advisor certification from Merrill Lynch, issued in September 2015.1

    In his role, Patrick strives to bring simplicity and transparency to the complexities of investing, making wealth planning an exciting journey for his clients.2 He emphasizes open communication with clients and their families, helping to facilitate discussions on wealth management and offering personalized financial strategies.2

    Highlights

    Jan 1 · advisor.ml.com
    Patrick Benson - Financial Advisor in San Francisco, CA 94104
    Patrick Benson - Financial Advisor in San Francisco, CA 94104
    Jan 1 · advisor.ml.com
    Merrill Financial Advisors in San Francisco, CA 94104
    Merrill Financial Advisors in San Francisco, CA 94104
    Jan 1 · rocketreach.co
    Patrick Benson Email & Phone Number - RocketReach

    Related Questions

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    Patrick Benson
    Patrick Benson, photo 1
    Patrick Benson, photo 2
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    Location

    San Francisco Bay Area