Merrill Lynch Financial Advisor Brendan Kelleher
Why pick this one
Merrill Lynch Financial Advisor Brendan Kelleher offers personalized financial strategies and access to investment insights from Merrill.
Best for
- personal financial planning
- investment management for individuals
Look elsewhere if
- short-term financial needs
- hands-off investment strategies
Specialties
- personalized financial strategy
- wealth accumulation and preservation
Certifications
- FINRA's BrokerCheck
What makes them different
- personalized financial planning based on customer goals
- Investment Personality Assessment to tailor investment approach
- access to Merrill's investment insights
- trust and fiduciary services from Bank of America Private Bank
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd, Charlotte, NC 28210
- Phone
- 9802821765
- Website
- https://advisor.ml.com/sites/nc/charlotte-pw/br...
Services
- financial advice
- investment management