Voluntarias Savvy Ladies
Margaret Patrick, CFP® CDFA
Biografía del voluntario
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.
Áreas de especialización (especificadas por el voluntario)
Divorce and Money; Family Finances; Retirement
Wealth Management
Estate Planning
Spanish 
English