Merrill Lynch Financial Advisor Patrick Lively

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Patrick Lively is a financial advisor based in North Bethesda, Maryland, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Patrick specializes in providing personalized financial planning and investment management services. His practice is dedicated to helping individuals and families navigate their financial journeys.

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Business Information