Jason Patrick Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jason Patrick Location
- Franklin, TN, US
Jason Patrick Work
- 2009 -now Wealth Management Advisor, Senior Vice President @
- 2001 -2009 Vice President - Investments @
Jason Patrick Education
- Lipscomb University
Bachelor's Degree
1990-1997
Jason Patrick Skills
- Asset Management
- Advice and Guidance
- Personal Retirement Strategies
- College Education Planning
- Wealth Management Advisor
- Wealth and Investment Management
- Private Wealth Management
- Portfolio Management
- Financial Advisor
- Planning for individual retirement
- Retirement planning strategies
- Retirement Income Planning
- Retirement
- Wealth Management Strategies
- Investing
- Financial Strategies
- Financial Services
- Financial Management Strategies
- Behavioral Finance
- Income Planning
- Family Wealth Planning
- Family Financial Advisor
- Family Wealth Management Strategies
- Estate Planning Services and Wealth Transfer
- Estate and Retirement Planning Services
- Client Account Management
- Client Relationship Building
- Senior Financial Advisor
- Hiking
- Goals Based Weatlh Management
- Investment Management
- Portfolio Design and Construction
- Portfolio Advisor
- Total Wealth Management
- Strategic Wealth Planning
- Series 66
- Distance Runner and Marathon Finisher
- Customized Wealth Planning
- Goals Based Planning
- Wealth Management Planning
- Finance and Investment
- Series 7
- Financial Education
- Wealth Management
- Retirement Planning
- Investment Advisory
- Asset Allocation
- CRPC
- Strategic Financial Planning
- Mutual Funds
- 401k
- Mortgage Lending
- Series 63
- Investments
- Investment Advisor
- Customized Investment Strategies
Jason Patrick Summary
- Jason Patrick, based in Franklin, TN, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Jason Patrick brings experience from previous roles at UBS. Jason Patrick holds a 1990 - 1997 Bachelor's Degree @ Lipscomb University. With a robust skill set that includes Asset Management, Advice and Guidance, Personal Retirement Strategies, College Education Planning, Wealth Management Advisor and more. Jason Patrick has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jason Patrick?
Find contact details for 700 million professionals.
Others Named Jason Patrick
Jason Patrick
General Manager, Commercial
Ponte Vedra Beach, FL, US
Jason Patrick
Director of Development, Industrial Division
Spartanburg, SC, US
Jason Patrick
Chief Executive Officer
Boston, MA, US
Jason Patrick
Senior Project Manager
Broken Arrow, OK, US
Jason Patrick
Manager of Business Development -- Connectivity Solutions
Hot Springs, AR, US
Jason Patrick
General Manager
Regina, SK, CA
Top Merrill Lynch Employees
Steve Samuels
Managing Director
New York, NY, US
Brian Ascher
Managing Director
New York, NY, US
Brian Ubaldi
Managing Director, Merrill Capabilities Executive
New York, NY, US
James Bradley
Chief Financial Officer
New York, NY, US
Jessica Mullin
Managing Director - UHNW Capital Markets Specialist
New York, NY, US
John O'Leary
Managing Director, Head of Investment Platforms
New York, NY, US
Michele Taub
Managing Director
New York, NY, US
Kimberly Lee
COO
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co