Bank of America Private Client Advisor Rita Ramirez

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Rita Ramirez is a Private Client Advisor at Bank of America, located in Coral Gables, Florida. She offers investment advice and strategies that are tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Rita provides comprehensive financial planning services, helping clients navigate their financial journeys. Her practice focuses on individuals and families seeking personalized financial guidance to achieve their financial objectives.

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