PROFESSIONAL PROFILE
As Merrill Lynch Financial Advisors, one of our goals is to be the very best in our field by assisting families, individuals, and business owners in the development of long-term financial strategies.
Our team consists of over 35 combined years of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team knowledgeable, but they also discover that we truly care about helping to make their dreams a reality. We do our best to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
We stress a long-term approach to investing based upon a client's specific financial needs, goals and risk tolerance. We strive to provide an exemplary level of service and world-class advice to all clients. Our primary objective is to become a lifetime resource and essential partner to those who have entrusted us with their financial well-being.
Patrick Fitzsimmons
Senior Financial Advisor
Patrick brings to Merrill Lynch over 27 years of experience in the financial services industry. He started his career directly following his education from the University of New Haven, Connecticut. Through personal consultation, Patrick helps clients prioritize their needs and set quantifiable goals. He then develops and implements a customized strategy using a wide variety of finanical instruments such as stocks, bonds, mutual funds, ETF's, alternative investments, options and a broad array of other financial products.
Scott Cable
Investment Advisor
Scott comes to Merrill Lynch with 9 years of Financial Services experience. By focusing on the specific investment needs of each client, he provides ongoing portfolio guidance and monitoring, asset allocation and alternative investment strategies. He also provides insurance products to help protect clients assets and their goals.
Cynthia Headrick
Client Associate
Cindy came to Merrill Lynch with the Fitzsimmons/Cable Group. She specializes in developing and maintaining long-term relationships with all of the teams clients. Cindy ensures that our team provides the ultimate client experience by focusing on providing quality customer service.
Trish Jiuliante
Client Associate
Trish started her career in operations at Merrill Lynch over 28 years ago. Trish provides valuable assistance to her team and clients of Merrill Lynch by handling account administration support and documentation.