Patrick Cahill, Cfp® Email & Phone Number

Pat received a Bachelor of Science degree in Business Administration from Villanova University and joined Merrill in 1983, becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2003 awarded by the Certified Financial Planner Board of Standards, Inc. Pat focuses on strategies involving managed money, retirement, estate needs, and college planning.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Listed skills include Wealth Management, Series 7, Series 63, Alternative Investments, and 6 others.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Oct 1983 - Present

  Patrick focuses on developing financial strategies for high-net-worth individuals and business owners. He works closely with clients, building relationships and getting a clear understanding of their personal and financial goals. He discusses their current situation, future objectives and any concerns. Based on these discussions, he helps create customized strategies.He takes pride in following a disciplined, goals-based wealth management process that is built on time-tested investment principles but has the flexibility to adapt to a rapidly changing economic climate. Our goals-based approach and strategies enable clients to measure their progress in the context of pursuing their goals, not just beating benchmarks.He keeps in close touch with clients, making sure that he meets and discusses life changes and to help ensure that their financial strategy remains aligned with their goals-adjusting if necessary.

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  Villanova University

  Bachelor'S Degree