Patricio Panuncio, Financial Advisor
About us
I am a Financial Advisor with Merrill Lynch Wealth Management. I work with an established team of wealth management professionals to deliver personalized financial strategies to individuals, families, foundations and businesses. We deliver the intimacy of a boutique underpinned by the resources of a global institution. I enjoy providing a relationship based approach that allows me to help my clients fulfil their goals. Whether it's sending children to college, planning for retirement or selling a business, I connect my clients to the right strategies.
Services we offer
Goals-based wealth management, education funding strategies, tax minimization strategies, investment assessment, Managing income in retirement, managing 401(K) during job transition, planning for retirement, health care expense planning, Everyday cash management, saving products, Credit cards, home financing, home equity financing, securities-based lending, customized lending, Alternative investments, concentrated stock services, equity and fixed-income strategies, etc.
Amenities
Free Estimates
Yes
Licensing
Trade License Number
Trade License Expiration
State Contractor License Requirements
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