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TOP 30 Innovative legal advice in Conshohocken, PA
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Bank of America Private Client Advisor Robert (Rob) S McMenamin
Bank of America Private Client Advisor Robert (Rob) S McMenamin, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is led by Market Director Rob S. McMenamin. With 35 years of experience in the financial services industry, Rob manages a team of wealth management professionals who cater to the needs of high-net-worth individuals and nonprofit organizations. He specializes in coordinating innovative wealth management strategies to help preserve and grow personal financial resources. Rob's background includes managing complex corporate relationships and successful entrepreneurs. He is a graduate of the Cannon Trust School and holds a Bachelor of Arts degree in business administration. Rob is actively involved in various organizations and serves on the board of trustees of the Franklin Institute and the Episcopal Academy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen to your needs and goals before creating strategies to meet your best interests now and in the future. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is important to consult your advisors before making any financial decisions.
Bank of America Private Client Advisor Eric J Abel
Bank of America Private Client Advisor Eric J Abel is a Senior Vice President located at 300 Conshohocken State Road in Conshohocken, Pennsylvania. With a focus on serving non-profit organizations, business owners, and corporate executives with complex financial needs, Eric Abel is dedicated to simplifying and enhancing his clients' financial strategies. He works alongside a team of specialists to provide personalized solutions in investment management, philanthropy, banking, and lending opportunities. Eric Abel brings over 17 years of experience in professional fundraising to his role at Bank of America Private Bank, where he helps clients navigate the challenges of managing significant wealth. By taking the time to understand each client's unique story and goals, Eric and his team create tailored strategies to meet their financial objectives both now and in the future. With a commitment to building strong client relationships based on trust and personal experience, Eric Abel and his team strive to provide innovative solutions in an ever-changing financial landscape.
Bank of America Private Client Advisor Margaret Goldfarb
Bank of America Private Client Advisor Margaret Goldfarb, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is a premier financial institution offering personalized wealth management services. With over 40 years of experience in the industry, Margaret leads a team of advisors dedicated to serving the needs of high-net-worth and ultra-high-net-worth individuals in the Philadelphia area. Margaret and her team provide a comprehensive range of financial services, including day-to-day banking, investment management, credit solutions, retirement planning, trust and estate planning, and wealth transfer strategies. With a focus on building strong client relationships based on trust and personal experience, Margaret strives to deliver a professional and high-end client experience.
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