Patrick Dwyer, Managing Director and International Private Wealth Advisor with Merrill Lynch Wealth Management, was recently recognized on the Forbes “America’s Top 250 Wealth Advisors” list.
His group, Dwyer & Associates, is part of Merrill Lynch’s Private Banking and Investment Group, and is one of the four largest advisory teams at Merrill Lynch worldwide. Dwyer specializes in addressing the fluid needs of ultra-high-net-worth individuals and families. Dwyer was ranked number 5 on the list for the second consecutive year.
Dwyer joined Merrill Lynch in 1993 after receiving his MBA from the University of Miami. His first year at the firm was spent in the Merrill Lynch MBA Analyst Program at company headquarters. After his training was complete, Dwyer moved back to Miami to begin his career as a financial advisor.
In 1999, he became one of the first advisors to join a new division established to serve the needs of ultra-high-net-worth families, the Private Banking and Investment Group at Merrill Lynch.
Dwyer resides in Key Biscayne with his wife, Marisa, and four children. His hobbies include paddle boarding, hiking and cooking with his children.
He is the chairman of the Key Biscayne Community Foundation and on the board of trustees at The Carrollton School of the Sacred Heart, the Telluride Science Research Center, and the Neuroscience Centers of Florida Foundation.
Developed by SHOOK Research, the list is based on an algorithm of both quantitative and qualitative data, rating thousands of wealth advisors. Advisors must have a minimum of seven years of experience and factors such as revenue trends, assets under management, compliance records and best practices are all taken into consideration in the rankings through an in-depth interview process.
In total, 54 Merrill Lynch advisors were recognized this year, the most of any firm.