Bank of America Private Client Advisor Thomas Platt

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Thomas Platt is a Private Client Advisor based in Houston, Texas, offering tailored investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide comprehensive financial planning. With a range of certifications including ADPA, AEP, CDFA, CPWA, CRPC, CRPS, CSRIC, CTFA, and SE-AWMA, Thomas is well-equipped to guide individuals and families in achieving their financial objectives. His services cater primarily to high-net-worth clients seeking personalized financial solutions.

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