Pat Bennett
Gestor de Cartera-Acciones en Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) .
Perfil
Ms. Patricia E.
Bennett is a Senior Vice President & Resident Director at Merrill Lynch, Pierce, Fenner & Smith, Inc. She returned to Merrill Lynch Wealth Management to join Lynn Roper’s team in 1996.
Twenty plus years later, she is still teaching clients about the nuances of the investment markets while helping them explore and discover their own financial goals as it pertains to both near and long term needs and aspirations.
She believes meaningful advice is delivered by listening to clients and asking pertinent questions to better understand their objectives and then implementing strategies and monitoring those approaches in an ongoing manner to fulfill those dreams.
Ms. Bennett was employed as a Wealth Management Advisor by Merrill Lynch Private Client Group.
She received her graduate degree from the University of Nebraska.
Cargos activos de Pat Bennett
| Empresas | Cargo | Inicio |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestor de Cartera-Acciones | 01/10/1996 |
Antiguos cargos conocidos de Pat Bennett.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestor de Cartera-Acciones | - |
Formación de Pat Bennett.
| University of Nebraska | Graduate Degree |
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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