Bank of America Private Client Advisor Anthony Perrotta

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Anthony Perrotta is a Private Client Advisor based in Charlotte, North Carolina, providing personalized investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to tailor his financial guidance. As a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plans Specialist (CRPS®), Anthony offers a comprehensive approach to financial planning. His services are designed for individuals seeking to align their investments with their personal objectives and financial aspirations.

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