Bank of America Private Client Advisor LISA GALLAGHER

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Lisa Gallagher 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 to create effective financial plans. Lisa offers a range of services including investment management and financial planning. Her approach is designed to help clients navigate their financial journeys and achieve their objectives.

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