Patrick Preston Email & Phone Number

With over two decades of experience, Patrick develops personalized strategies to address the complex needs of individuals, families, and businesses. Patrick is deeply committed to the Merrill principle of 'the client's needs come first' and has built a loyal client base by approaching each situation with that mindset. Drawing on his experience and a team of highly qualified specialists, Patrick offers clients a full range of financial services that are most appropriate to their individual needs. Patrick's goal is to help clients through all stages of their life - from creating and growing their wealth, to preserving their wealth, as well as planning the distribution of their wealth. Understanding that each client is unique, he customizes strategies to help clients balance risk and limit the volatility that can at times make investing an anxious experience. Patrick offers advice that goes beyond stocks and bonds and takes into account each clients complete circumstances - advice that adds value to your life, not just your balance sheet. As part of his holistic approach to wealth management, he works closely with clients' other advisors, including attorneys and accountants, to focus on client's estate and wealth transfer planning strategies.Patrick joined Merrill Lynch Wealth Management in 1991, after graduating from the University of North Carolina at Greensboro, where he was a student-athlete on the Men's Soccer team. He was promoted to Resident Director of the Freehold office as a result of his unwavering client commitment and ability to deliver exceptional service. Patrick lives in Freehold with his three children, where he is an active member of the community. He serves on several boards and volunteers his time and talents to organizations such as the YMCA of Western Monmouth, Graeme Preston Foundation for Life, Freehold Soccer League, and the Lake Topanemus Park Commission.

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  University Of North Carolina System

  Bachelor'S Degree