Paul Bartschi

Paul Bartschi

Merrill Lynch

Paul Bartschi is a Senior Financial Advisor and Vice President with the Special Needs Team at Merrill Lynch. Paul works closely with trust attorneys and fiduciaries, helping them better serve their clients by developing customized financial roadmaps that reflect each client’s unique needs and priorities. He is skilled in anticipating critical decision points in a client’s financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics. A clear communicator, Paul enjoys unwinding complexity, assisting clients in developing a more purposeful path forward.

Conference Sessions

An Accounting Preparation Primer And The Court’s View Of The Perfect Accounting