Patrick Bertenshaw
Wealth Management Advisor, First Vice President Wealth Management @ Merrill Lynch
About Patrick Bertenshaw
Patrick Bertenshaw is a Wealth Management Advisor and First Vice President at Merrill Lynch, where he has worked since 2010. He lectures on wealth management strategies at Arizona State University and the University of Arizona, and he is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience in developing customized wealth management plans for affluent clients.