Bank of America Private Client Advisor William Meagher is a financial consultant based in Philadelphia, Pennsylvania, specializing in personalized wealth management and investment advisory services. Located at 1600 John F Kennedy Blvd on the 7th floor, this office serves clients throughout the 19103 area, offering tailored financial guidance designed to meet individual and family goals. The focus remains on providing comprehensive strategies that encompass asset allocation, retirement planning, and risk management.
William Meagher brings a client-centered approach to financial consulting, emphasizing clarity and informed decision-making. By analyzing each client’s unique financial situation, the advisor crafts customized plans intended to optimize long-term growth and preserve wealth. This includes careful consideration of market conditions, tax implications, and evolving economic factors relevant to Philadelphia residents and beyond.
The Bank of America Private Client Advisor team supports clients through continuous monitoring and adjustments to financial plans, ensuring alignment with changing life circumstances and financial objectives. Communication and accessibility are prioritized, with clients able to connect directly via phone at 267-675-0122 for consultations or to discuss portfolio updates. The office also leverages the broader resources of Bank of America to provide a wide range of banking and investment products.
Serving as a trusted resource within the local community, William Meagher’s financial consulting services aim to help individuals and families navigate complex financial landscapes. By combining personalized attention with the capabilities of a major financial institution, this advisor facilitates informed financial planning for clients seeking stability and growth in Philadelphia’s dynamic market environment.
