Bank of America Private Client Advisor Jing Jin

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500 Newport Center Dr
Newport Beach, CA 92660
+1 (949) 760-2974
https://private.bankofamerica.com

Bank of America Private Bank, with over 200 years of experience, specializes in helping high-net-worth clients navigate the complexities of wealth management. Their personalized approach combines extensive resources and in-depth knowledge in areas such as investment management, trust and estate planning, and philanthropy to create comprehensive wealth management plans.

Led by experienced professionals like Managing Director and Private Client Advisor Heidi Lynn, the team is dedicated to building strong, transparent relationships with clients to understand their unique financial goals. The firm emphasizes the importance of innovation and adapting to evolving markets while remaining committed to clients' best interests.

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