Paul Okeefe

Paul Okeefe Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Paul Okeefe's Location
Clinton Township, Michigan, United States, United States
Paul Okeefe's Contact Details

Paul Okeefe work email

Paul Okeefe personal email

n/a
About Paul Okeefe

Your financial success is my first priority. My approach is to build a long-term relationship with you and your family so I can better understand your dreams and goals in life along with the challenges you face. At Merrill, I have access to research, specialists, and advanced technology. By leveraging these resources and over 30 years of wealth management experience, I will customize a financial strategy to help you achieve your goals.Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Paul Okeefe's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Paul Okeefe Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management Aug 1991 - Present

Paul Okeefe Education Details

  • Michigan State University
    Michigan State University
    Bachelor'S Degree

Frequently Asked Questions about Paul Okeefe

What company does Paul Okeefe work for?

Paul Okeefe works for Merrill Lynch Wealth Management

What is Paul Okeefe's role at the current company?

Paul Okeefe's current role is Senior Financial Advisor.

What is Paul Okeefe's email address?

Paul Okeefe's email address is paul_okeefe@ml.com

What is Paul Okeefe's direct phone number?

Paul Okeefe's direct phone number is +158622*****

What schools did Paul Okeefe attend?

Paul Okeefe attended Michigan State University.

Who are Paul Okeefe's colleagues?

Paul Okeefe's colleagues are Frank Shannon, Scott Lillibridge, Jenne' Doleac, Cfp®, Awma™, Karen Hawthorne, Alexander Callahan, Troy Teitsma, Lawrence Mcdonald.

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