Linda Patel
Juno Beach
Summary
Strategic and results-driven executive with 25+ years of experience leading high-performing teams in private wealth management. Retired as Regional Managing Director from Merrill Private Wealth in August 2025. Proven expertise in recruiting top talent, building ultra-high-net-worth client relationships, and driving organizational growth. Author of two books and certified nutritionist, combining business acumen with a passion for wellness and leadership.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Regional Managing Director
Bank of America Merrill Lynch Private Wealth
Dallas
03.2018 - 08.2025
- Led Private Wealth, Institutional, and International business across Texas, Colorado, New Mexico, Missouri, and Oklahoma with oversight of a large team and multibillion-dollar AUM
- Recognized firmwide for consistently attracting elite talent and leading advisor recruitment efforts
- Directed strategic growth initiatives and retention of top-performing advisors and teams
- Spearheaded UHNW banking and investment integration strategies
- Championed training and development across the sales organization
- Appointed to the Bank of America's Hispanic Senior Executive Committee and Merrill Lynch’s Diversity & Inclusion Council
Market Executive
Bank of America Merrill Lynch
Westlake Village
02.2014 - 02.2018
- Oversaw 7 offices and 125 Financial Advisors with $25B AUM
- Top 10 recruiter nationwide; drove market expansion and financial performance
- Led market execution strategy and performance management
- Managed P&L, advisor hiring, and staffing development
Complex Director
Bank of America Merrill Lynch
Bloomfield Hills
04.2007 - 03.2014
- Managed operations across Michigan and Ohio with 85 FAs and 40 sales associates
- Ranked in top 10 nationwide for business metrics and recruiting
- Integrated banking partnerships to grow local market presence
- Delivered consistent business growth through effective coaching and development
Associate Complex Director
Merrill Lynch
New York
11.2005 - 04.2007
- Drove complex performance in New York through recruiting and coaching
- Oversaw sales training programs and UHNW client engagement strategy
- Served on the National Sales Committee
Education
Securities Industry Institute -
The Wharton School
01.2018
BBA - International Business Management
Pace University
New York, NY01.1996
Skills
- P&L Management
- Business & Strategic Planning
- Talent Acquisition & Retention
- High-Performing Team Development
- Ultra-High-Net-Worth Client Engagement
- Financial Advisory Leadership
- Diversity, Equity & Inclusion
- Author & Executive Coach
- Wellness & Nutrition Advocacy
Certification
- Series 7
- Series 63
- Series 65
- Series 9
- Series 10
- Series 31
Publications
- From Ordinary to Extraordinary: Becoming a Corporate Athlete
- Unstoppable: Building the Dream Team
Timeline
Regional Managing Director
Bank of America Merrill Lynch Private Wealth
03.2018 - 08.2025
Market Executive
Bank of America Merrill Lynch
02.2014 - 02.2018
Complex Director
Bank of America Merrill Lynch
04.2007 - 03.2014
Associate Complex Director
Merrill Lynch
11.2005 - 04.2007
Securities Industry Institute -
The Wharton School
BBA - International Business Management
Pace University
Similar Profiles
Panna PatelPanna Patel
Private Wealth Management Banking Specialist at Merrill Lynch / Bank of AmericaPrivate Wealth Management Banking Specialist at Merrill Lynch / Bank of America
Latisha BrownLatisha Brown
Account Maintenance Operations Specialist at Bank of America, Merrill LynchAccount Maintenance Operations Specialist at Bank of America, Merrill Lynch
GILBERTO GARIBAYGILBERTO GARIBAY
Financial Solutions Advisor at Bank of America Merrill LynchFinancial Solutions Advisor at Bank of America Merrill Lynch
John Gray SandersJohn Gray Sanders
Server Assistant at Juno Beach CafeServer Assistant at Juno Beach Cafe
John CorbetJohn Corbet
Chief Executive Officer at Corbet Consulting LLCChief Executive Officer at Corbet Consulting LLC