Bank of America Private Client Advisor James Angell

Services Offered

• Investment advice
• Investment strategies
• Financial planning

About

James Angell is a Private Client Advisor based in Austin, Texas, with Bank of America. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), James provides comprehensive financial guidance to help clients navigate their financial journeys. His practice focuses on serving individuals and families seeking personalized investment management and financial planning services.

Reviews

Location

Business Information