John Fitzpatrick is a Financial Advisor, having joined Merrill Lynch in October, 2003 following more than twenty years as a global corporate finance and pension executive. His broad experience in financial markets has developed the skill set to assist corporate executives, business owners, and entrepreneurs with holistic wealth management and retirement strategies.
He is focused on a risk-managed approach to assist these individuals and their families to live fully both the accumulation and decumulation phases of their lives.
Special emphasis is focused on the risks and benefits inherent in concentrated equity positions, executive compensation and retirement plans.
He is a graduate of Providence College, and holds an MBA in Finance from Fordham University.
He is married with three children, and has been involved civically for many years in the Danbury area.
Successful wealth management is a process which extends over a lifetime. Successful investors do not need to be financial market experts; but rather, to be experts in their chosen field who are intelligent enough to turn elsewhere for support in this wealth management process.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com