Michael Patti
Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management | Raleigh, North Carolina, United States
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Michael Patti serves as a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, where he co-manages the Blankenship Boulerice Patti Group. This esteemed practice is comprised of a team of highly skilled financial professionals dedicated to delivering tailored financial solutions that align with clients' unique risk tolerances, time horizons, liquidity needs, and investment objectives. Michael's expertise in estate and retirement planning services, family legacy planning, and corporate retirement planning positions him as a trusted advisor for high-net-worth individuals and families seeking to navigate the complexities of wealth management.
In his current role, Michael is instrumental in developing comprehensive financial strategies that empower clients to achieve their most important life goals. His commitment to understanding each client's individual circumstances allows him to create customized portfolios that reflect their aspirations and values. Michael's proficiency in high-net-worth portfolio management ensures that clients receive the highest level of service and attention, with a focus on maximizing returns while mitigating risks.
Michael holds prestigious certifications, including the Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC™), which underscore his dedication to ongoing professional development and adherence to the highest industry standards. His approach combines analytical rigor with a deep understanding of market dynamics, enabling him to guide clients through various economic environments. As a result, Michael Patti is not only a financial advisor but also a strategic partner in his clients' financial journeys, helping them build and preserve wealth for future generations.
Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management in April 2010 to Present
Financial Advisor at Merrill Lynch in October 2005 to May 2008
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Estate and Retirement Planning Services
Family Legacy Planning
Corporate Retirement Planning
High Net Worth Portfolio Management
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What is Michael Patti email address?
Email Michael Patti at [email protected] and [email protected]. This email is the most updated Michael Patti email found in 2026.
What is Michael Patti phone number?
Michael Patti phone number is +19196713425 and +12146366588.
How to contact Michael Patti?
To contact Michael Patti send an email to [email protected] or [email protected]. If you want to call Michael Patti try calling on +19196713425 and +12146366588. (updated on October 29, 2024)
What is Michael Patti net worth?
Michael Patti has an estimated net worth of $150,000 to $249,999
What company does Michael Patti work for?
Michael Patti works for Merrill Lynch Wealth Management
What is Michael Patti's role at Merrill Lynch Wealth Management?
Michael Patti is Wealth Management Advisor, First Vice President
What industry does Michael Patti work in?
Michael Patti works in the Financial Services industry.
Michael Patti Email Addresses
Michael Patti Phone Numbers
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