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Patrick Benson

Senior Financial Advisor

Patrick Benson is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, based in San Francisco, California.1 He focuses on offering a comprehensive approach to managing wealth, beginning with understanding clients and their families, financial situations, and priorities.1 Benson creates customized wealth management strategies that can adapt to changing needs and market conditions.1

With over 9 years of experience at Merrill Lynch, Patrick leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives.12 He is passionate about delivering excellent service and helping clients pursue their goals.1

Patrick Benson holds a Bachelor's Degree from Amherst College, which he obtained between 2004 and 2008.1 He is multilingual, with native or bilingual proficiency in English and limited working proficiency in French and German.1 Benson also holds a Personal Investment Advisor certification from Merrill Lynch, issued in September 2015.1

In his role, Patrick strives to bring simplicity and transparency to the complexities of investing, making wealth planning an exciting journey for his clients.2 He emphasizes open communication with clients and their families, helping to facilitate discussions on wealth management and offering personalized financial strategies.2

Highlights

Jan 1 · advisor.ml.com
Patrick Benson - Financial Advisor in San Francisco, CA 94104
Patrick Benson - Financial Advisor in San Francisco, CA 94104
Jan 1 · advisor.ml.com
Merrill Financial Advisors in San Francisco, CA 94104
Merrill Financial Advisors in San Francisco, CA 94104
Jan 1 · rocketreach.co
Patrick Benson Email & Phone Number - RocketReach

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Patrick Benson
Patrick Benson, photo 1
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Location

San Francisco Bay Area