Financial Advisor, Merrill Lynch

Patrick J Griffith

Senior Financial Advisor

Senior Vice President-Wealth Management

ONE TAMPA CITY CENTER
201 NORTH FRANKLIN STREET
Floor 35

TAMPA, FL 33602

Phone: (813) 2738565
Email:

Directions to Branch

PROFESSIONAL PROFILE

Patrick has more than 20 years of experience with Merrill Lynch, including six years as a producing branch manager. Serving high-net worth individuals and business owners, he is dedicated to providing each client with outstanding service and the finest individually tailored approach to financial and investment strategies. At the heart of his philosophy is a passion to earn each client’s trust and respect through working hard with integrity and transparency and to build enduring relationships.

Patrick takes the time to know each client as an individual and as an investor, focusing on what matters most to them and how they think and feel about investing. He then works with his clients to establish personalized goals, to prioritize those goals, and to develop a holistic plan to most effectively pursue those goals. Committed to frequent and clear communication, Patrick talks or meets with his clients regularly to assess progress and adjust strategies as necessary.

Understanding that most of his clients are extremely busy, Patrick works to simplify and organize their financial lives, providing assistance in the areas of equity and fixed income investing, education and retirement planning, estate planning services in conjunction with the clients’ CPAs and attorneys, intergenerational wealth transfer and life insurance analysis. The Firm’s full-service philosophy also includes access to a Bank of America Wealth Management Banker who can review and help clients with cash management, credit and borrowing needs and other opportunities. Through his many years with Merrill Lynch, Patrick has helped countless clients comprehensively address their financial needs and concerns and successfully move toward financial security.

Patrick is a graduate of the Wharton School of Business of the University of Pennsylvania and received his Master of Science from Villanova University. He has been active in his community and coaching youth sports for years. Patrick resides in Safety Harbor with his wife and two sons.

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Patrick Griffith is registered to do business in:AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WV, WY

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