Paul Okeefe
,
Vice President, Senior Financial Advisor
45000 River Ridge Drive
Clinton Township, MI 48038
586.226.3267
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Paul O'Keefe, Vice President and Senior Financial Advisor

Paul joined Merrill in 1991, and has over 30 years of investment management experience. In addition, he holds the Chartered Retirement Planning CounselorSM, CRPC® designation and the Retirement Accredited Financial Advisor title.

Paul acquired his Bachelor of Arts degree from Michigan State University prior to beginning his career with Merrill. With a consultative approach, Paul uses a disciplined process to help provide strategies designed to allow clients to achieve life goals and objectives. He focuses on retirement planning for individuals and small businesses, as well as wealth management.

Paul enjoys many outdoor activities including boating and golf. He resides in Shelby Township, Michigan.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lea O'Brien
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Paul OKeefe is registered to do business in AZ, CO, FL, GA, IL, KY, MI, NC, OH, SC, WA, WI.