Bank of America Private Client Advisor Shane Boex

Services Offered

• Investment advice
• Investment strategies
• Financial planning

About

Shane Boex is a Private Client Advisor with Bank of America, located in Newport Beach, California. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Shane focuses on providing personalized financial guidance to help clients navigate their investment options effectively. His practice is dedicated to serving individuals and families seeking to achieve their financial objectives through strategic planning and investment management.

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