Bank-Amer Private Client Advisor

300 Conshohocken State Rd
Conshohocken, PA 19428

Bank of America Private Bank in Conshohocken, PA, offers a wide range of financial solutions tailored for high-net-worth individuals and institutions, including investment management, wealth planning, and alternative investments. Led by Senior Vice President Amy Lim, the team is dedicated to providing comprehensive and holistic advice to meet clients' complex financial needs.

With a commitment to community involvement and leadership development, Amy Lim actively participates in various employee networks and serves on boards of local organizations. The team leverages Bank of America's extensive resources and network to deliver exceptional client experiences while focusing on sustainable investing and philanthropic initiatives.

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