E. Bo Pettegrew
Wealth Management Advisor
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 in planning 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 Organization Memberships:
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Cleveland Young Professionals of the American Cancer Society
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Miami University Alumni, Cleveland
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Education
- Miami University in Oxford, OH with a B.S. in Finance from The Farmer School of Business
- Investment Advisor Representative
Licenses and Designations:
- FINRA Series 7
- FINRA Series 66
- Ohio Life and Health insurance licenses
