Bank of America Private Client Advisor Gerald Rixie

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Gerald Rixie is a Private Client Advisor with Bank of America, located in Chicago, Illinois. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®), Gerald provides comprehensive financial planning services that include investment management and retirement planning. He serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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