Bank of America

About

Serves individual and corporate clients in closely held and publicly traded arenas. For closely held companies, does full cycle retirement plan management- plan design for optimizing tax deferral and talent retention, fee and performance monitoring. On an individual level conducts all aspects of comprehensive financial planning. For individuals in publicly traded companies, advises on stock option and restricted stock strategies, as well as comprehensive financial planning. Provides asset management with global perspective and tax efficiency. Has been doing this for 30 years and has Certified Financial Planner designation.