In the fast-paced world of finance and investments, time is something that most who work in the industry do not have much of, from the demands of companies to the endless requests of high profile clients, and the certain time restraints to get things done is not for the weak at heart. It takes someone special to please the ultra wealthy who expect nothing by positive results and never expect to hear the words, it can’t be done.
One such individual who is able to handle all of this, as well as being one of the most successful financial advisors in the country is Patrick Dwyer Merrill Lynch. He has been with the Merrill for over 22 years and continues to excel, by not sitting on the past successes he has had. In 1999, he was selected to become one of the first advisors to join a brand new division which was created to serve the needs of the super elite-high-net-worth families, called the Private Banking and Investment Group at Merrill Lynch.
To his credit, Dwyer & Associates are regarded as one of the top ten advisory practices in Merrill Lynch in the United States and the world. They take pride in having close relationships with their clients who expect nothing but the best, some of the investment strategies are proper strategic asset allocations, diversification across different sectors and industry groups as well as tactical shifts where on occasion they may suggest making changes in portfolios. They can do all of this and more because they do not serve the mass-market, they maintain a high ratio of professional staff to clients who meet on a regular basis to discuss their strategies.
Being one of the country’s top advisors has not stopped Patrick from doing things that are important to him, such as founding the Dwyer Family Foundation. The goal of the foundation is to teach children not only the benefits and the value of giving but how to give effectively. Their family philanthropy centers around interests that are shared in the educational and religious organizations that serve their family and the community along with programs that help children in need throughout the Miami-Dade area
The foundation has contributed to schools that serve children with disabilities such as dyslexia. ADHD, along with others; schools that are tailored to girls and young women’s educational growth to name a few. In addition to the foundation, Patrick holds many leadership positions with a number of charitable organizations, as well as working with the Key Biscayne Community Foundation, where he lives
He is also on the Board of Trustees for the Carrollton Schools of the Sacred Heart as well as being a governing board member of the Neuroscience Centers of Florida Foundation and the Telluride Science Research Center. Patrick Dwyer Merrill Lynch the man in the firm, learned from his father by watching him be generous to their church and other organizations even during tough economic times.
He enjoys spending time with his wife and children as well as mountain biking, paddle boarding hiking and cooking with his family. He is successful in his career and in his life by taking the time to help those who are in need and not as fortunate as him.