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Merrill Lynch Financial Advisor Debra Patriquin
520 Newport Center Drive, Newport Beach, California, United States
About the Merrill Lynch Financial Advisor Debra Patriquin
Merrill Lynch Financial Advisor Debra Patriquin is a top-rated finance institution located at 520 Newport Center Drive in Newport Beach, California. Merrill is proud of their team of experienced advisors who have received recognition from prestigious financial industry publications and Bank of America Corporation. With a focus on exemplary client service, the team at Merrill is committed to building strong client relationships based on trust and personalized service.
The team at Merrill Lynch Wealth Management understands that life is always changing and growing more complex, which is why they offer a comprehensive approach to wealth management tailored to each client's unique situation. By working closely with clients to identify and define their financial goals, the team at Merrill helps create a financial strategy that reflects their investment style and is built around their life plan.
Through the Investment Personality Assessment, Merrill gets to know clients better as investors and helps them refine their investing preferences. By gaining a deeper understanding of how clients think and feel about investing, Merrill can customize a financial approach that helps clients pursue what matters most to them.
Whether clients are focused on growing, preserving, or transferring wealth, the team at Merrill is committed to helping them address their financial goals at every stage of life. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can devise potential strategies designed to grow, preserve, and distribute their wealth.
Merrill Lynch Financial Advisor Debra Patriquin prioritizes open and clear communication, objective advice, and a genuine concern for clients' overall financial well-being. By staying proactive in communication, providing personalized service, and offering continuing financial education, Merrill strives to exceed clients' expectations and help them achieve their financial goals.
With a focus on getting to know clients personally and understanding what matters most to them, the team at Merrill works to create a financial approach that reflects clients' unique personality and priorities. By staying in touch to discuss changes in clients' lives and revisiting their financial approach as needed, Merrill helps clients stay on track to achieve what's most important to them.
Merrill Lynch Financial Advisor Debra Patriquin offers a dedicated one-on-one relationship with clients, helping them build a customized investment approach to address their needs and pursue their goals. By putting clients first every day, Merrill aims to provide personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Photos of Merrill Lynch Financial Advisor Debra Patriquin
520 Newport Center Dr Suite #1900, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Debra Patriquin
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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