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.
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.
