Patrick Dwyer ranked #5 on Forbes’ Top 250 Wealth Adviors List

Patrick Dwyer, Managing Director and International Private Wealth Advisor with Merrill Lynch Wealth Management, and his group, Dwyer & Associates, have been nationally ranked #5 on Forbes’ "America’s Top 250 Wealth Advisors" list for the third consecutive year. 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.

Earlier this year, Dwyer was nationally ranked on the following top advisor lists:

• #1 in South Florida on Forbes’ “Best-In-State Wealth Advisors” list;
• #2 spot in Florida on Barron’s “Top 1,200 Financial Advisors” list for the second consecutive year;
• Financial Times “400 Top Financial Advisers” list;
• And Barron’s “Top 100 Financial Advisors” list for the eleventh consecutive year.

Dwyer specializes in addressing the fluid needs of ultra-high-net-worth individuals and families.

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, Florida, with his wife, Marisa, and four children. His hobbies include paddle boarding, skiing, hiking and golf. He is a board member and past chairman of the Key Biscayne Community Foundation and on the board of the Telluride Science Research Center, and the Neuroscience Centers of Florida Foundation. He is a former trustee of Mercy Hospital and the Carrollton School of the Sacred Heart.

The Forbes ranking of “America’s Top 250 Wealth Advisors,” developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome.