Bank of America Private Client Advisor Ellen Shain

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Ellen Shain is a Private Client Advisor at Bank of America, located in Boston, Massachusetts. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Ellen provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. Her practice is dedicated to serving clients who seek personalized guidance in managing their investments and financial futures.

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