Bank of America Private Client Advisor Jennifer Lee

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Jennifer Lee is a Private Client Advisor at Bank of America, located in Los Angeles, California. She offers personalized investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA), Jennifer specializes in comprehensive financial planning and investment management. She serves individuals and families looking for guidance in achieving their financial aspirations.

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