Pat Bennett

Gestionnaire de Portefeuille-Actions chez Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Profil

Ms. Patricia E.
Bennett is a Senior Vice President & Resident Director at Merrill Lynch, Pierce, Fenner & Smith, Inc. She returned to Merrill Lynch Wealth Management to join Lynn Roper’s team in 1996.
Twenty plus years later, she is still teaching clients about the nuances of the investment markets while helping them explore and discover their own financial goals as it pertains to both near and long term needs and aspirations.
She believes meaningful advice is delivered by listening to clients and asking pertinent questions to better understand their objectives and then implementing strategies and monitoring those approaches in an ongoing manner to fulfill those dreams.
Ms. Bennett was employed as a Wealth Management Advisor by Merrill Lynch Private Client Group.
She received her graduate degree from the University of Nebraska.

Postes actifs de Pat Bennett

Sociétés	Poste	Début
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/10/1996

Anciens postes connus de Pat Bennett

Sociétés	Poste	Fin
Merrill Lynch Private Client Group	Gestionnaire de Portefeuille-Actions	-

Formation de Pat Bennett

University of Nebraska

Graduate Degree