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Experience 

Bo Pettegrew joined The Wealth Center at Meaden & Moore in February of 2021. As a financial advisor, Bo provides detailed financial planning services including investments, estate planning, insurance, retirement, and business succession plans for clients ranging from business executives to non-profit organizations.

Motivated to assist clients to plan for the future, Bo has all the tools available to navigate the complexities of a financial plan. He is dedicated to the success and financial wellness of all clients, and integrates the necessary resources to meet their needs.

Professional Development

  • Cleveland 20/30 Club
  • Miami University Alumni Cleveland

 

Education

  • Miami University in Oxford, OH with a B.S. in Finance from The Farmer School of Business
  • Investment Advisor Representative
  • Exams: FINRA Series 7 and Series 66; Ohio Life and Health insurance licenses
E. Bo Pettegrew

Let's Connect


Additional Ways to Connect:

(216) 928-5374
EPettegrew@meadenmoore.com