Bank of America Private Client Advisor Kevin O'Connor

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Kevin O'Connor is a Private Client Advisor based in Providence, Rhode Island, offering tailored investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide comprehensive financial guidance. Kevin serves individuals and families seeking to align their investments with their personal objectives. His approach emphasizes personalized service and strategic planning to help clients achieve their financial aspirations.

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