Lewis D Gregory

Senior Vice President, Private Client Advisor

Professional Profile

Lewis D. Gregory is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Kansas City, Missouri. Lewis helps to match the needs of individuals and nonprofit organizations with the investment, trust and estate, retirement and philanthropic services of the Private Bank.  He is committed to providing clients with access to a boutique experience, marked by customization, diligence, and attentiveness. He believes that the Private Bank’s history, depth of resources, intellectual capital, and long-standing philanthropic commitment help to foster a distinctive — and ultimately satisfying — client experience. 

Lewis brings 35 years of combined trust and investment experience with Merrill Lynch Trust Company and Boatmen's Trust Company, both in the Greater Kansas City region.  He earned his B.A. in communications and human relations from the University of Kansas, Lawrence, and his J.D. from Washburn University School of Law, Topeka, Kansas.  Lewis Gregory also holds the CAP® designation.     

Lewis is very active in the Greater Kansas City community. He is a trustee of the University of Kansas Endowment Association, a trustee on the Board of Directors and past chair of the Business Council of the Nelson-Atkins Museum of Art, a trustee and chair of the Delta Upsilon International Fraternity Education Foundation, a past director of Nonprofit Connect, past chair of The United Methodist Church of the Resurrection Foundation and a past director of the Kansas City Estate Planning Society.


*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.

ORGANIZATIONS

  • Delta Upsilon International Fraternity Foundation Board Chair
  • Nelson-Atkins Museum of Art Development Committee & Business Council Past Chair
  • Nonprofit Connect Board of Directors
  • United Methodist Church of the Resurrection Foundation Past Board Chair
  • University of Kansas Endowment Association Trustee

EDUCATION

  • The University of Kansas
  • Washburn University School of Law

LANGUAGES

  • English

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Andrew H Parish

Portfolio Manager

816.292.4325

Daniel (D. Scott) S Simmons

Portfolio Manager

816.292.4353

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.