Patrick R Preston - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Patrick R Preston

Vice President

Global Wealth Management

4400 ROUTE 9 SOUTH
Suite 2000
FREEHOLD, NJ 07728

Phone: (732) 308-1216
Email:

Directions to Branch

PROFESSIONAL PROFILE

Patrick Preston is an Assistant Vice President and Financial Advisor in the Merrill Lynch Freehold office. Pat joined Merrill Lynch in 1991, after graduating from the University of North Carolina at Greensboro, where he was a student-athlete on the Men's Soccer team. Pat, a Certified Financial Manager, uses a strategic wealth management approach to help clients grow, protect, and prepare for the distribution of their wealth. He assists clients in developing customized strategies and solutions to manage their personal and business finances based on each client's unique set of goals and objectives. He lives in Freehold with his wife and two children, where he is an active member of the community.

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Patrick Preston is registered to do business in: AZ, CA, CT, DC, DE, FL, MA, MO, NC, NH, NJ, NY, OH, PA, VA

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