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Patrick Mcclernon, Cpfa® Email & Phone Number

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

Contact Signals · 1 work email

Work email p****@ml.com
LinkedIn Profile matched
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Current company
Merrill Lynch
Role
Financial Solutions Advisor
Location
Greater Houston, United States, 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, 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 →

JA Jim Ambrose Jim Ambrose Colleague at Merrill Lynch Omaha, Nebraska, United States, United States View → SB Sharon Bentz Sharon Bentz Colleague at Merrill Lynch Greater Biloxi Area, United States View → AP Angelo Pruitt Angelo Pruitt Colleague at Merrill Lynch Hartford County, Connecticut, United States, United States View → NB Nils Bosch Nils Bosch Colleague at Merrill Lynch Great Neck, New York, United States, United States View → DA Daniela Arias Daniela Arias Colleague at Merrill Lynch San Antonio, Texas Metropolitan Area, United States View → SV Sarah Van Vliet Sarah Van Vliet Colleague at Merrill Lynch Jacksonville, Florida, United States, United States View → CT Cole Truxillo, Crpc™ Cole Truxillo, Crpc™ Colleague at Merrill Lynch Atlanta, Georgia, United States, United States View → RM R. Michael Gehring, Cfp® R. Michael Gehring, Cfp® Colleague at Merrill Lynch Gilbert, Arizona, United States, United States View → JB Jeff Burch Jeff Burch Colleague at Merrill Lynch Las Vegas, Nevada, United States, United States View → AK Andrea Kinser Andrea Kinser Colleague at Merrill Lynch Louisville, Kentucky, United States, 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, 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 Jim Ambrose, Sharon Bentz, Angelo Pruitt, Nils Bosch, and Daniela Arias.

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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