Bank of America Private Client Advisor Freddy Mantilla

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Freddy Mantilla is a Private Client Advisor at Bank of America, located in Naples, Florida. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), he specializes in creating personalized financial plans. Freddy serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through comprehensive planning and investment management.

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