Bank of America Private Client Advisor Wendy McMillan

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Wendy McMillan is a Private Client Advisor with Bank of America, located in Bloomfield Hills, Michigan. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Wendy specializes in providing personalized financial planning and investment management services. Her approach focuses on understanding the unique financial situations of individuals and families, helping them achieve their financial objectives.

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