Patrick Merrill, CFP®, CFA, MBA

My team and I specialize in working with institutions, executives, entrepreneurs, and high-net-worth families to create customized wealth and investment strategies and act as our client's primary financial resource to help give them the freedom to pursue what really matters to them. I received my MBA from NYU where I am a member of the Haskins Giving Society, the NYU Young Alumni Leadership Circle, and a committee member for the San Francisco Bay Area Stern Alumni Group. I obtained the Chartered Financial Analyst® designation and CFP® certification, and in addition to private wealth management, my career has spanned the institutional side of investment management with experience in alternative investments, fixed income, and commercial real estate, and I have been featured as a panelist/speaker for Forbes & SHOOK Research. I leverage this experience and expertise for my clients to be a resource for needs that go well beyond just retirement planning. As a lifelong musician and athlete, I'm deeply passionate about music and fitness, and I love to focus on the intersection of financial, physical, and mental wellness. In my free time, you can catch me playing guitar, meditating, trail running, cycling, hiking, and traveling with my wife and dog. /*********/ Stifel Financial Corp. And its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. Is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. Residents only and are subject to the following terms: www.stifel.com/disclosures.