Bank of America Private Client Advisor David Salit

Services Offered

• Investment advice
• Financial planning
• Investment management

About

David Salit is a Private Client Advisor based in Providence, Rhode Island, affiliated with Bank of America. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), David focuses on providing comprehensive financial planning and investment management services. He serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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