Savvy Ladies Volunteers

Margaret Patrick, CFP® CDFA®

Volunteer’s Bio

Margaret Patrick, CFP® CDFA® has been with Merrill Lynch since 2015. “I support women in various life transitions, guiding them financially and structuring their investments around what they want achieve.” Ms. Patrick is a Senior Portfolio advisor with a strong belief in the power of a lifelong financial plan.

Areas of Expertise (as specified by volunteer)

Divorce and Money; Family Finances; Retirement

Wealth Management

Estate Planning