Bank of America Private Client Advisor Doris Cortes

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Doris Cortes is a Private Client Advisor at Bank of America, located in Newport Beach, California. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Doris specializes in providing personalized financial planning and investment management services. Her practice focuses on helping individuals and families achieve their financial objectives through comprehensive guidance.

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Business Information