Bank of America Private Client Advisor David Schmidt

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

David Schmidt is a Private Client Advisor with Bank of America, located in Chicago, Illinois. He provides investment advice and strategies tailored to individual client goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA), David brings a wealth of knowledge to his practice. He serves a diverse clientele, focusing on helping individuals and families achieve their financial aspirations through personalized guidance.

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