Bank of America Private Client Advisor Lisa Pena
2321 Rosecrans Avenue, El Segundo, California, United States
About the Bank of America Private Client Advisor Lisa Pena
Bank of America Private Client Advisor Lisa Pena, located at 2321 Rosecrans Avenue in El Segundo, California, is a finance institution dedicated to helping clients manage their significant wealth. With a personalized approach and access to the resources of Bank of America, our team creates strategies tailored to meet the needs and goals of individuals, families, businesses, and institutions. We prioritize your financial objectives, whether it's preserving wealth, building philanthropic legacies, or planning for future growth.
Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our experienced advisors. We take the time to listen and understand your unique situation before crafting disciplined financial strategies that span generations. Our commitment to innovation ensures that we can anticipate and adapt to the evolving financial landscape.
Please note that by visiting our website, you may be directed to FINRA’S BrokerCheck, as we value transparency and compliance with industry regulations. While we strive to provide information about products and services that may interest you, you have the option to opt out of online behavioral advertising. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions.
At Bank of America Private Client Advisor Lisa Pena, we are dedicated to serving your best interests and helping you achieve your financial goals. Let us be your bridge to a secure financial future.
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2321 Rosecrans Ave, El Segundo, CA 90245, United States
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