Bank of America Private Client Advisor Nicole Poteat

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Nicole Poteat is a Private Client Advisor based in New York, New York, affiliated with Bank of America. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Nicole specializes in providing personalized financial planning and investment management services. Her approach focuses on understanding each client's unique situation to help them achieve their financial objectives.

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