Bank of America Private Client Advisor Marc Perna

Services Offered

• investment advice
• financial planning
• investment management

About

Marc Perna is a Private Client Advisor at Bank of America, located in New York, New York. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he provides comprehensive financial planning and investment management services. Marc serves a diverse clientele, focusing on helping individuals achieve their financial objectives.

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