Patricia Savre
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 Savre serves as a Resident Director and Wealth Management Advisor at Merrill, focusing on delivering goals-based financial advice and customized wealth management strategies. She works with clients on areas including college education planning, divorce transition planning, employee benefits, equity compensation services, family wealth management, legacy planning, and investment consulting for defined contribution plans. Patricia emphasizes listening to clients to tailor financial strategies that align with their needs and aspirations while ensuring clients understand the wealth management process.
Patricia earned her Bachelor's degree from the University of North Dakota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Raised in a small farming community in North Dakota, she now resides in the Twin Cities with her husband and three daughters.
Outside of her professional role, Patricia is involved with local organizations such as Lakeshore Players Theatre, Northern Impact Volleyball Club, and St Odilia School. Her personal interests include gardening, golfing, ice hockey, running, traveling, and spending time with her family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Family Business
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Divorce financial planning
Demographic focus
Parents
Mid-Career Professionals
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2010 - Present (16 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Mallen B
Series 63, Series 65
Pelican Rapids, MN
Auctus Advisors LLC
John O
Series 63, Series 65
Pelican Rapids, MN
DMK Advisor Group, Inc.
Christopher L
Series 63, Series 65
Pelican Rapids, MN
OSAIC
Gary L
CFP®, Series 63, Series 65
Pelican Rapids, MN
OSAIC
Andrew S
Series 66
Pelican Rapids, MN
Cetera
Melissa H
Series 63
Pelican Rapids, MN
LPL Financial
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