Bank of America Private Client Advisor Michele Elliott

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Michele Elliott is a Private Client Advisor based in Scottsdale, Arizona, affiliated with Bank of America. She offers personalized investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Michele provides comprehensive financial planning services to individuals and families. Her practice focuses on helping clients navigate their financial journey with informed decision-making.

Reviews

Location

Business Information