Patricia Philmon
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Patricia Philmon is a Senior Resident Director at Merrill, where she provides corporate and individual clients with financial advice tailored to their specific needs and objectives. She employs a personalized strategy that integrates all aspects of a client's financial life to identify optimal solutions, including retirement analysis, stock option analysis, life insurance funding, and educational planning. Patricia joined Merrill in 2008 and utilizes the firm's comprehensive resources to offer disciplined, thoughtful strategies adaptable to changing market conditions.
Patricia earned a Bachelor of Science degree in Accounting from McNeese State University in 1989 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, along with Series 7 and Series 66 FINRA registrations. She is licensed to sell fixed and variable annuities, long-term care, and life insurance products. Her client focus areas include divorce transition planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, women and wealth, and retirement income.
Patricia is involved in multiple professional organizations and community activities, including Christus St Pats, Greater Lake Charles Rotary Club, Sowela Community College Foundation Board Advisor, Trinity Baptist Church, American Heart Association, SWLA Chamber Business Women Network, and serving as a judge for local dance and twirling contests. She is originally from Southwest Louisiana and graduated from Sulphur High School. Patricia enjoys cooking, dancing, football, music, reading, and spending time with her family.
Expertise
General retirement planning
Retirement income strategy
Annuities
Life insurance needs analysis
Wealth management
Demographic focus
Women Professionals
Women's Finance
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Gabriel T
Series 66
Lake Charles, LA
Edward Jones
Bobby G
Series 66
Lake Charles, LA
Edward Jones
Anne M
Series 66
Lake Charles, LA
Edward Jones
Charles C
CFP®, Series 66
Lake Charles, LA
Edward Jones
Tab F
Series 63, Series 66
Sulphur, LA
Edward Jones
Aaron Q
CFP®, Series 66
Sulphur, LA
Edward Jones
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