Pat Bennett

Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Finance

Consumer Services

Profile

Ms. Patricia E.
Bennett is a Senior Vice President & Resident Director at Merrill Lynch, Pierce, Fenner & Smith, Inc. She returned to Merrill Lynch Wealth Management to join Lynn Roper’s team in 1996.
Twenty plus years later, she is still teaching clients about the nuances of the investment markets while helping them explore and discover their own financial goals as it pertains to both near and long term needs and aspirations.
She believes meaningful advice is delivered by listening to clients and asking pertinent questions to better understand their objectives and then implementing strategies and monitoring those approaches in an ongoing manner to fulfill those dreams.
Ms. Bennett was employed as a Wealth Management Advisor by Merrill Lynch Private Client Group.
She received her graduate degree from the University of Nebraska.

Pat Bennett active positions

Companies	Position	Start
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Portfolio Manager-Equities	30/09/1996

All active positions of Pat Bennett

Former positions of Pat Bennett

Companies	Position	End
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Portfolio Manager-Equities	-

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Training of Pat Bennett

University of Nebraska

Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Finance