Patrick Sweet, CFP®, CRPC™

Patrick Sweet is a Private Advisor and Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Patrick was a Financial Advisor with Merrill Lynch.

Helping clients create personalized wealth management strategies to pursue their specific life, family and legacy goals is a passion of Patrick’s. He focuses on delivering a comprehensive wealth management approach that begins with listening to client’s needs and helping ensure that every potential solution is grounded in understanding what each client wants to achieve. Patrick is committed to delivering excellent service and building long-term relationships.

Patrick brings over 11 years of financial services experience to the team. Prior to joining Rockefeller, he was at Merrill Lynch where he held a variety of positions including Branch Office Operations, Client Service, Branch Office Management and Financial Advisor.

Patrick holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification and the Chartered Retirement Planning Counselor™, CRPC™ designation.

Patrick graduated from Penn State University with a Bachelor of Science degree in Economics and currently resides in Bucks County, PA. In his free time, Patrick enjoys playing golf and spending time with friends.