Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Patrick Benson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2014. With 11 years of experience in the financial industry and 10 years at Merrill, he specializes in offering personalized wealth management strategies tailored to clients' unique financial situations and goals. Patrick's approach integrates investment insights from Merrill and banking solutions from Bank of America to provide comprehensive financial services.
Raised in a small community in the Sacramento River Delta, Patrick pursued his undergraduate studies at Amherst College. He holds the Personal Investment Advisor (PIA) designation and is proficient in English, German, and French. His expertise focuses on corporate executive services, equity compensation, family wealth management strategies, liquidity management, and managing new wealth.
Beyond his professional work, Patrick maintains active involvement in his community. He referees local college and high school basketball and participates in volunteering and fundraising activities for organizations including Active 20-30 Club #1 and the Walnut Grove Fire Department. In his personal time, he enjoys basketball, football, golfing, and refereeing.
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
Sports Official - Independent Contractor
2011 - Present (15 years)
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