National Association of Gay & Lesbian Real Estate Professionals
Fort Lauderdale Gay Realtor & Gay Real Estate
Merrill Lynch Wealth Management - Patrick Feeney
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Contact: Patrick Feeney
Title: Mortgage Professional
Member Since 2019
Company Address
Merrill Lynch Wealth Management
450 E Las Olas Boulevard, Suite 1000
Fort Lauderdale, Florida
United States 33301
Cities Served
Aventura, Bal Harbour, Boca Raton, Coral Gables, Davie, Doral, Fort Lauderdale, Miami, Miami Beach, Palm Beach, Pinecrest, Sunny Isles Beach, West Palm Beach
Orientation
Gay
Tel: (954) 357-4556
I am a wealth management professional who has spent over a decade working with high net worth and ultra-high net worth clientele on issues including credit and lending, wealth and retirement planning, complex trusts and estate planning services and administration, taxation, investments, philanthropy, and everything in-between. After completing a B.B.A. at the University of Miami and a J.D./M.B.A.* at Florida State University, I was admitted to The Florida Bar* and began my career in Miami, Florida. I have worked for some of the nation's most prestigious banks and trust companies, but I finally found my home as a Financial Advisor at Merrill Lynch Wealth Management where I am able to provide my clients an unparalleled level of service and bespoke advice.
Alongside my colleagues in the Carvajal-Bernal Group, which has decades of experience with domestic and international clients, and fully utilizing our access to Merrill and Bank of America's robust platforms, I am able to provide my clients a goal-based, comprehensive, thoughtful, and methodical approach to achieving their financial aspirations - this includes mortgages, jumbo mortgages, custom lending, etc. Additionally, as a member of the LGBTQ community, I understand and focus on issues facing same-sex couples as I have had to navigate them in my own life.
My clients' well-being and security is paramount to me, and I thrive on building long-term, trusting relationships with everyone I am fortunate enough to work with.
* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
