Patrick Cecil
Wealth Management Advisor at Merrill Lynch | Santa Ana, California, United States
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Patrick Cecil serves as a Wealth Management Advisor at Merrill Lynch, where he plays a pivotal role in The Cecil Group, a family-oriented financial advisory team dedicated to providing comprehensive financial planning services. With a strong emphasis on a collaborative approach, Patrick partners with his father, Bill Cecil, and brother, Russell Cecil, to deliver tailored financial solutions that address the unique needs of each client. Together, they bring over 90 years of combined experience in the financial services industry, ensuring that families receive the expertise and guidance necessary to navigate their financial journeys.
At Merrill Lynch, Patrick focuses on a range of key projects, including retirement planning, investment strategies, and college funding strategies. His commitment to understanding the intricacies of each family's financial situation allows him to craft thoughtful, long-term financial roadmaps that align with their goals and aspirations. Patrick's skills in research and public speaking enhance his ability to communicate complex financial concepts clearly and effectively, fostering trust and confidence among clients.
In addition to his technical expertise, Patrick’s background in American and military history informs his perspective on financial planning, enabling him to appreciate the values and legacies that families wish to preserve. By leveraging his diverse skill set, Patrick ensures that The Cecil Group not only addresses immediate financial needs but also lays the groundwork for future generations. His dedication to a family-centric approach to wealth management exemplifies the core philosophy of The Cecil Group, making financial planning a truly personal and meaningful experience for every client.
Wealth Management Advisor at Merrill Lynch in January 2016 to Present
Lecturer at Chapman University in January 2017 to January 2024
Adjunct Professor at The University of Alabama in January 2015 to January 2017
Adjunct Professor at Shelton State Community College in January 2015 to January 2016
Ph.D. Candidate at The University of Alabama in January 2009 to January 2015
Freedom of Information Act Assistant; Marketing Intern at BRTRC Federal Solutions in January 2008 to January 2009
Intern at U.S. House of Representatives in January 2007 to January 2008
Intern at Richard Nixon Foundation in January 2006 to January 2006
Intern at Merrill Lynch in January 2002 to January 2002
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The George Washington University, Master of Arts (M.A.), January 2007 to January 2009
University of Alabama, Doctor of Philosophy (Ph.D.), January 2009 to January 2015
University of Colorado Boulder, Bachelor of Arts (B.A.), January 2003 to January 2007
The University of Edinburgh, Study Abroad, January 2005 to January 2006
Servite High School, January 1999 to January 2003
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Western Europe
Higher Education Teaching
Guest Lecturing
Research
History
Teaching
Writing
American History
Higher Education
University Teaching
Public Speaking
Editing
Analysis
Microsoft Word
Qualitative Research
PowerPoint
Grant Writing
Marketing
Military History
Data Analysis
Government
Geography
Financial Analysis
Finance
Retirement Planning
Financial Advisory
Investment Advisory
Investment Strategies
Securities
Team Coordination
College Savings Plans
College Funding Strategies
Retirement Plan Consulting
401(k) Retirement Savings Plans
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Discover more about Merrill LynchWhat is Patrick Cecil email address?
Email Patrick Cecil at [email protected] and [email protected]. This email is the most updated Patrick Cecil's email found in 2026.
What is Patrick Cecil phone number?
Patrick Cecil phone number is 949-859-2958.
How to contact Patrick Cecil?
To contact Patrick Cecil send an email to [email protected] or [email protected]. If you want to call Patrick Cecil try calling on 949-859-2958. (updated on January 18, 2024)
What company does Patrick Cecil work for?
Patrick Cecil works for Merrill Lynch
What is Patrick Cecil's role at Merrill Lynch?
Patrick Cecil is Wealth Management Advisor
What industry does Patrick Cecil work in?
Patrick Cecil works in the Financial Services industry.
Patrick Cecil Email Addresses
Patrick Cecil Phone Numbers
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