Bailey Braswell

Patrick Kergosien serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he brings over 35 years of experience in developing holistic approaches to wealth construction and management. He focuses on creating flexible financial strategies tailored to clients’ individual goals and changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and carries the professional designation of Personal Investment Advisor (PIA). He is committed to working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Outside of his professional role, he participates in community volunteer activities and enjoys personal interests such as fishing, gardening, and hunting.

Steve Treutel is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, including more than 25 years with Merrill Lynch. Steve focuses on family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services. His approach to investing emphasizes risk management and is based on assisting clients in clarifying their financial goals, implementing disciplined strategies to achieve those goals, and conducting ongoing reviews to maintain success. Steve holds a Bachelor's degree from the University of Mississippi and an MBA from the University of New Orleans. He has earned the Personal Investment Advisor (PIA) designation. Steve resides on the Mississippi Gulf Coast with his wife, Debbie. He participates in community organizations, including the Gulf Coast Mortgage Banker's Association, the Gulfport Kiwanis Club, and the Hancock County Historical Society. His personal interests include football, genealogy, music, reading, running, and traveling.