Merrill Lynch Financial Advisor Patrick Peterson

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Patrick Peterson is a financial advisor based in Mt Pleasant, South Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Patrick specializes in creating personalized financial plans that help clients navigate their financial journeys. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives.

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