The community is mourning the loss of Patrick Bertenshaw, a leader in the financial industry who worked at Merrill Lynch.
Bertenshaw was the senior vice president, wealth management advisor and senior partner of a father/son team at the company. He died on Aug. 5 after he was in a jet skiing accident off the coast of The Bahamas.
A certified financial planner, Bertenshaw dedicated his life to helping empower individuals and families to obtain and maintain financial security and confidence. Over the last decade he distinguished himself as the go-to financial resource for women who suddenly became single to gain financial confidence and independence. Forbes magazine recognized him as one of Arizona’s “Best-in-State Wealth Advisors” since that program’s inception in 2017.
Outside of work, Bertenshaw served on the Planned Advisory Committee of the Arizona Foundation for Women. He also helped grow the Bank of America Women in Business Council and the Merrill Lynch Women’s Exchange. Bertenshaw served as the Brophy College Prep Class of 1986 representative.
He is survived by his wife, Staci, of 25 years, as well as his children Ryan, 26, Reagan, 24, and Ethan, 20. They will remember his sense of humor, personality and legacy of building a multigenerational wealth management business over several decades, which will be passed on to his son, Ryan.