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Patrick Mcclernon, Cpfa® Email & Phone Number

Financial Solutions Advisor at Merrill Lynch
Location: Greater Houston, United States 6 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@ml.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch
Role
Financial Solutions Advisor
Location
Greater Houston, United States

Who is Patrick Mcclernon, Cpfa®? Overview

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Quick answer

Patrick Mcclernon, Cpfa® is listed as Financial Solutions Advisor at Merrill Lynch, based in Greater Houston, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Patrick Mcclernon, Cpfa®.

Patrick Mcclernon, Cpfa® previously worked as Financial Advisor at Merrill Lynch and Financial Advisor at Edward Jones. Patrick Mcclernon, Cpfa® holds Bachelor'S Degree from Louisiana State University.

Company email context

Email format at Merrill Lynch

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*@ml.com
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AeroLeads found 1 current-domain work email signal for Patrick Mcclernon, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Mcclernon, Cpfa®

Patrick Mcclernon, Cpfa® is a Financial Solutions Advisor at Merrill Lynch. He possess expertise in personal investments, family wealth management strategies, business retirement plans. He is proficient in English.

Listed skills include Personal Investments, Family Wealth Management Strategies, and Business Retirement Plans.

Current workplace

Patrick Mcclernon, Cpfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch
Merrill Lynch
Financial Solutions Advisor
Website
ml.com
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Company profile
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6 roles

Patrick Mcclernon, Cpfa® work experience

A career timeline built from the work history available for this profile.

Financial Solutions Advisor

Current
Merrill Lynch

New York, Ny, Us

Mar 2024 - Present

Financial Advisor

Merrill Lynch

New York, Ny, Us

Jan 2020 - Mar 2024

Financial Advisor

Edward Jones

St. Louis, Mo, Us

Feb 2018 - Jan 2020

Assistant Coach

Kingwood Lacrosse
Sep 2016 - May 2018

Buyer

Bluewater Books
Jan 2016 - May 2018
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts →

SV Steven Vanhorn Steven Vanhorn Colleague at Merrill LynchDallas, Texas, United States View → JJ Jeffrey Jones Jeffrey Jones Colleague at Merrill LynchHuntsville, Alabama, United States View → DK Dwayne Kingston Dwayne Kingston Colleague at Merrill LynchMiddleburg, Florida, United States View → KL Katelyn Logan Katelyn Logan Colleague at Merrill LynchCharlotte Metro, United States View → JB Jackson Baines Jackson Baines Colleague at Merrill LynchScottsdale, Arizona, United States View → CZ Courtney Zalinski, Cima® Courtney Zalinski, Cima® Colleague at Merrill LynchMount Pleasant, South Carolina, United States View → AC Ana C. Lule Ana C. Lule Colleague at Merrill LynchHouston, Texas, United States View → MR Mandy Rofe Mandy Rofe Colleague at Merrill LynchGreat Neck, New York, United States View → SE Stephen Edison Stephen Edison Colleague at Merrill LynchNew York, United States View → JL Josh Lindsey Josh Lindsey Colleague at Merrill LynchFort Lauderdale, Florida, United States View →
1 education record

Patrick Mcclernon, Cpfa® education

  • Louisiana State University
    Louisiana State University
    Bachelor'S Degree
FAQ

Frequently asked questions about Patrick Mcclernon, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Patrick Mcclernon, Cpfa® work for?

Patrick Mcclernon, Cpfa® works for Merrill Lynch.

What is Patrick Mcclernon, Cpfa®'s role at Merrill Lynch?

Patrick Mcclernon, Cpfa® is listed as Financial Solutions Advisor at Merrill Lynch.

What is Patrick Mcclernon, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Patrick Mcclernon, Cpfa® at Merrill Lynch.

Where is Patrick Mcclernon, Cpfa® based?

Patrick Mcclernon, Cpfa® is based in Greater Houston, United States while working with Merrill Lynch.

What companies has Patrick Mcclernon, Cpfa® worked for?

Patrick Mcclernon, Cpfa® has worked for Merrill Lynch, Edward Jones, Kingwood Lacrosse, Bluewater Books, and Republic Finance.

Who are Patrick Mcclernon, Cpfa®'s colleagues at Merrill Lynch?

Patrick Mcclernon, Cpfa®'s colleagues at Merrill Lynch include Steven Vanhorn, Jeffrey Jones, Dwayne Kingston, Katelyn Logan, and Jackson Baines.

How can I contact Patrick Mcclernon, Cpfa®?

You can use AeroLeads to view verified contact signals for Patrick Mcclernon, Cpfa® at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Patrick Mcclernon, Cpfa® attend?

Patrick Mcclernon, Cpfa® holds Bachelor'S Degree from Louisiana State University.

What skills is Patrick Mcclernon, Cpfa® known for?

Patrick Mcclernon, Cpfa® is listed with skills including Personal Investments, Family Wealth Management Strategies, and Business Retirement Plans.

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