UBS Financial Services
47yrs
Top 1% by experience in Nashville
29yrs
Patsy Bass is a fiduciary financial advisor in Nashville, Tennessee, with 29 years in the industry. Patsy joined Merrill in 2003, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience at Merrill
Office222 2nd Ave S, Nashville, TN 37201
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2003 – nowMerrillCurrent firm
Questions to ask Patsy
Tailored to Patsy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patsy
How do I contact Patsy?
Call Patsy’s local office at (615) 747-5600 or the Merrill main office at (800) 637-7455, and ask for Patsy Bass.
How long has Patsy been a financial advisor?
Patsy has been in the industry since 1997, about 29 years. Top 17% by experience at Merrill.
What licenses does Patsy hold?
Series 66. Tap any license on this page to see what it allows.
Is Patsy a fiduciary?
Patsy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patsy paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patsy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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