Bank of America Private Client Advisor Candace Wehr
Mortgage Lender
Why pick this one
Bank of America Private Client Advisor Candace Wehr is based in Raleigh and works alongside portfolio management, trust, and private client specialists.
Best for
- Individuals and families managing significant wealth
- Businesses and institutions seeking private banking resources
- Clients planning wealth preservation and intergenerational transfers
- Clients developing philanthropic legacies
- Clients seeking coordinated portfolio management and trust services
Look elsewhere if
- Clients seeking a mortgage-only lender
- Clients seeking basic consumer banking rather than private banking and wealth services
Specialties
- private banking
- investment portfolio management
- trust services
- wealth planning
- philanthropic legacy planning
Certifications
- FINRA registration for certain team associates
What makes them different
- Raleigh office at 4242 Six Forks Rd
- Team includes portfolio managers, a senior trust officer, private client managers, and private client advisors
- Bank of America Private Bank states that it has helped clients manage significant wealth for more than 200 years
- Serves individuals and families, businesses, and institutions
- Combines the Private Bank's personalized approach with Bank of America resources
Distilled from this business's own website.
Contact & Location
- Address
- 1123 Military Cutoff Rd Ste A, Wilmington, NC 28405
- Phone
- 9108396488
- Website
- https://private.bankofamerica.com/sites/nc/rale...
Services
- private banking
- portfolio management
- trust administration
- wealth management
- financial strategy