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Portal Conductor, Columnist: Pat Wenzel

Pat Wenzel, CRPC®, C(k)P® , CFP ® , CPFA, is a Managing Director at Merrill Lynch in Houston, TX. She serves as NAPA’s 2020-2021 President. Pat has been named to PLANADVISER’s Top 100 Retirement Plan Advisers, Financial Times’ Top 401 Retirement Plan Advisers, and Forbes’ “America’s Top Women Wealth Advisors” lists.

Article Index

By Pat Wenzel 4/21/2021
So, this is my last quarterly commentary as President of NAPA!  As I was trying to figure out what I was going to write this quarter, I had to reflect on this year as President. I have to say before I joined the Leadership Council (LC) in 2016, I had no idea what they did. Who were these mystery... READ MORE
By Pat Wenzel 1/7/2021
According to Darwin’s Origin of Species, “It is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is able best to adapt and adjust to the changing environment.” In 2020, we had to adapt personally and... READ MORE
By Pat Wenzel 10/29/2020
The COVID-19 crisis and racial tensions of the last several months have really brought to light the social and financial inequalities among races in America and across the world. As NAPA President, I’ve been asking myself what can we be doing to help promote diversity in our industry and even do... READ MORE
By Pat Wenzel 7/15/2020
I am both honored and humbled to be serving as NAPA President for 2020-2021. This year has already proven to be one of the most challenging for us all, both personally and professionally. Every crisis, whether it be a financial recession or personal in nature, is a learning experience, no matter... READ MORE