portrait of David H Lavelle
FINANCIAL ADVISOR

David H Lavelle

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • History and Museums
  • Golfing
  • Spending Time with Family
  • Running
  • Reading

Team Members

  • Erin McNevan
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(216) 231-7160

Fax

(888) 277-9011

Office Address

12417 Cedar Rd Ste #15
Cleveland Heights, OH 44106opens in a new window

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