Bank of America Private Client Advisor Kimberly Bleach

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

Kimberly Bleach is a Private Client Advisor based in Sarasota, Florida, providing investment advice and strategies tailored to individual client needs. She focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®), Kimberly offers comprehensive financial planning services, including investment management and retirement planning. Her practice is designed to assist individuals and families in achieving their financial objectives through personalized guidance.

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