Bank of America Private Client Advisor Lisa Yim

Services Offered

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

About

Lisa Yim is a Private Client Advisor at Bank of America, located in Melville, New York. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. With a focus on personalized financial planning, Lisa serves individuals seeking to optimize their investment portfolios and achieve long-term financial success. Her approach is designed to help clients navigate their financial journeys with confidence.

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