Bank of America Private Client Advisor Paul J. Yates 401 East Las Olas Boulevard, Fort Lauderdale, FL 33301

Bank of America Private Client Advisor Paul J. Yates is a Senior Vice President offering personalized financial services in Fort Lauderdale, Florida. With a focus on high-net-worth clients and non-profit organizations, Paul provides strategic guidance in wealth management, estate planning, investment management, and philanthropy. He has a dedicated team of experts to assist with various financial needs, including credit and lending strategies for luxury assets. Paul has been with Bank of America since 2009 and has a background in finance and investment management. He is actively involved in the community and serves on various boards and organizations. Bank of America Private Bank has a rich history of helping clients achieve their financial goals, with a commitment to personalized service and innovative solutions. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all services offered.