Patricia Rae Savre
Advisor at Merrill — Pelican Rapids, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Pelican Rapids, MN
Merrill
Institution
Patricia Savre serves as a Resident Director and Wealth Management Advisor with Merrill. She provides goals-based financial advice, focusing on listening to clients' needs and customizing wealth management strategies to help meet their goals and aspirations. Her expertise spans multiple areas, including college education planning, divorce transition planning, employee benefits planning, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, legacy planning, and personal retirement planning.
Patricia holds a Bachelor's Degree from the University of North Dakota and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She was raised in a small farming community in North Dakota and currently resides in the Twin Cities with her husband and three daughters.
Outside of her professional work, Patricia enjoys spending time with her family, gardening, learning golf, and participating in community activities. She is involved with organizations such as Lakeshore Players Theatre and St Odilia.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Pelican Rapids, MN
Pelican Rapids MN
Advisors at this office
1
Minnesota · Texas
19 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
Bloomington, MN
Merrill
2010 - Present • 16 years
Bloomington, MN
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