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
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Cleveland Young Professionals of the American Cancer Society
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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
