Merrill Lynch Financial Advisor Brendan Kelleher

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Brendan Kelleher is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Brendan provides comprehensive financial planning services designed to help individuals and families achieve their financial objectives. His practice focuses on delivering personalized guidance to clients seeking to navigate their financial futures effectively.

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