Investment banking services in Chevy Chase, MD
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Bank of America Private Client Advisor Stefan Nicholas
● OpenBank of America Private Client Advisor Stefan Nicholas is located at 5550 Friendship Boulevard in Chevy Chase, Maryland. Stefan is a Managing Director and Private Client Advisor who works with high-net-worth individuals, families, and business owners to create customized wealth management and wealth transfer strategies. With a background in law, Stefan leads a team of specialists who provide a family office experience to clients, offering services such as investment management, wealth transfer, lending, and philanthropy. Stefan is actively involved in his community and serves on the Advisory Board for the Community Foundation of Montgomery County. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve financial objectives. The institution values innovation and strives to provide clients with disciplined financial strategies to navigate evolving markets and financial landscapes. Please note, Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their advisors before making financial decisions.
5550 Friendship Blvd, Chevy Chase, MD 20815, United States -
Bank of America Private Client Advisor Thomas (Tom) T Firth
● OpenBank of America Private Client Advisor Thomas (Tom) T Firth is located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. As a Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida, Tom focuses on developing personalized financial strategies for high-net-worth families and individuals. With over 30 years of experience in wealth management, Tom advises clients on investment management, trust and estate planning services, philanthropy, credit, and banking services. He holds a Bachelor of Science in business administration from Georgetown University and is actively involved in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships and creating strategies to meet the financial needs and goals of their clients. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative and personalized approaches. Please note that by visiting the Bank of America Private Bank website, you will be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
5550 Friendship Blvd, Chevy Chase, MD 20815, United States -
Truist
● OpenTruist is a trusted financial institution located at 5418 Wisconsin Avenue in Chevy Chase, Maryland. As a full-service bank, Truist offers a range of financial services including ATM access, banking, insurance, and investment opportunities. With a commitment to providing excellent customer service and innovative financial solutions, Truist is dedicated to helping individuals and businesses achieve their financial goals. Visit Truist today to experience the difference in banking.
5418 Wisconsin Ave, Chevy Chase, MD 20815, United States -
Bancalliance
● OpenBancAlliance is a finance institution located at 4445 Willard Avenue in Chevy Chase, Maryland, United States. Specializing in providing financial services and solutions, BancAlliance offers a wide range of banking and investment products to individuals and businesses. With a commitment to excellence and customer satisfaction, BancAlliance strives to help clients achieve their financial goals and secure their financial future. Visit us at our prestigious location in Chevy Chase to learn more about our services and how we can assist you with your financial needs.
Chase Tower, 4445 Willard Ave, Chevy Chase, MD 20815, United States
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