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.
Cleveland Young Professionals of the American Cancer Society
Miami University Alumni Cleveland
- 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