Bank of America Private Client Advisor Denise Heersema

Services Offered

• Investment advice
• Investment strategies
• Financial planning

About

Denise Heersema is a Private Client Advisor at Bank of America, located in Bonita Springs, Florida. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Denise specializes in providing personalized financial planning and investment management services. Her approach focuses on understanding the unique circumstances of each client to help them achieve their financial objectives.

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