Bank of America Private Client Advisor Michael Barr
Why pick this one
Bank of America Private Client Advisor Michael Barr has extensive experience managing wealth for high-net-worth individuals and collaborates across Bank of America resources.
Best for
- high-net-worth individuals
- wealth management
- estate planning
- philanthropy advisory
Look elsewhere if
- budget-sensitive clients
- individuals seeking basic banking services
Specialties
- wealth management
- trust and estate planning
- philanthropy advisory
- customized lending and financing
Certifications
- FINRA registered
What makes them different
- Senior Vice President and Private Client Advisor with experience in hedge funds
- focus on high-net-worth individuals and families
- collaborative communication across Bank of America
- advises endowments and foundations
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 620 S Tryon St, Charlotte, NC 28202
- Phone
- 9806838192
- Website
- https://private.bankofamerica.com/sites/nc/char...
Services
- private banking
- investment management