Merrill Lynch Financial Advisor Patrick McKelvey

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Patrick McKelvey is a financial advisor based in Pepper Pike, Ohio, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Patrick provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys with personalized guidance.

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