- March 8, 2017
- Posted by: KBCF
As Managing Director, Patrick is responsible for driving growth at NewEdge Wealth. Prior to joining NewEdge Wealth, Patrick served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank. He has earned numerous accolades, including Forbes #1 Florida “Best-In-State Wealth Advisors”, Forbes #5 in America’s Top Wealth Advisors, Barron’s #4 Top Private Wealth Advisory Teams, Barron’s Top 100 Financial Advisors in America, and Financial Times Top 400 Financial Advisors.