Paul Bartschi

Vice President & Senior Financial Advisor, Merrill Lynch Special Needs Team

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.