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MEMBER PROFILE

 

Brian Kelleher

Mohamed-Merola Wealth Management

 

Member profile details

Membership level
Greater Boston Individual
First name
Brian
Second name/initial
C
Last name
Kelleher
Suffix
CFP
Title
Financial Advisor
Company
Mohamed-Merola Wealth Management
 

CONTACT INFORMATION

City
Wellesley
State
Massachusetts
 

PROFILE INFORMATION

Call me when
I help business owners gain context around what value they need to get out of their business in a liquidity event to be able to accomplish everything they want to do in their personal life.
Profession
  • Wealth Manager
Functional Expertise
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Employee benefits
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Transaction advisory
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Financial Planner
In Business Since
2014
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