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Patrick D
Series 63, Series 65
Randolph, NJ
Merrill
Patrick Doran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience working closely with families, corporate executives, and retirees to provide dependable financial guidance tailored to their unique needs. Patrick’s approach centers on personalized service, thorough analysis and research, multigenerational support, and attentive listening to help clients develop lifelong financial wellness. Throughout his career, Patrick has focused on helping clients answer essential questions related to retirement planning, lifestyle support, investment alignment, and financial habits across generations. He emphasizes identifying opportunities and risks by researching market environments, analyzing potential setbacks, and providing detailed financial health reports. His expertise includes personal retirement planning, portfolio management services, and retirement income strategies. Patrick holds a bachelor’s degree from Seton Hall University and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Randolph with his wife and three children and enjoys spending time with his family, gardening, reading, and working out.
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