Austin Patton

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Gainesville, GA 30501

About

Austin Patton is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America.

Austin holds the Personal Investment Advisor (PIA) designation. He earned a High School Diploma from City of Buford and has attended the University System of Georgia without receiving a degree. His approach centers on building client relationships to deliver ongoing advice and support as their financial situations evolve.

Expertise

General retirement planning Wealth management

Work history

Bank of AMerica, N.A.

2022 - Present (4 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2022 - Present (4 years)

US Mortgage Corp

2021 - 2022 (1 year)

Lakeview Mortgage Bankers Corp

2020 - 2021 (1 year)

Fox Factory

2020 - 2020 (1 year)

UnEmployed

2020 - 2020 (1 year)

Marel

2018 - 2019 (1 year)

Luigi's Taste of Italy

2017 - 2017 (1 year)

Financial Computer Equipment

2017 - 2017 (1 year)

Milend

2016 - 2017 (1 year)

Mule Camp Tavern

2013 - 2020 (7 years)

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