Patrick Greene Email & Phone Number

Hello, I'm Patrick Greene, a Financial Advisor and CFP® professional with a passion for helping people answer three critical questions: Where am I? Where do I want to be? How do I get there? Along with my partner Ken Nersesian, we have been helping individuals, families and businesses uncover the answers to these questions for over 40 years. We utilize a goals-based planning process where we first seek to understand what is most important to you, and then craft a comprehensive strategy that is personalized to your unique situation. Whether you're addressing your estate plan, preparing for retirement, or trying to become more tax-efficient, we are your strategic resource who can draw from the vast resources and capabilities that Merrill and Bank of America have to offer. When out of the office, I enjoy long walks with my wife Courtney and our dog Jetty, coaching youth lacrosse, and honing my skills in the kitchen. Let's connect today to discuss how we can provide value to you, as we have done for so many others. Message me here or visit our website to get in touch.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.