Aaron P Shamshoian

Director, Wealth Strategies Advisor

Professional Profile

Aaron Shamshoian is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank.   In this role, Aaron helps clients pursue their financial goals by providing personalized strategies in the areas of financial planning, estate planning, risk management, and philanthropy.  Aaron also coordinates with the client’s team of advisors to oversee and implement the recommended planning solutions.  

Prior to joining the Private Bank, Aaron was a client advisor at Daintree Advisors, a boutique wealth management and financial planning firm in Boston.  Aaron began his career as a portfolio accountant in Deutsche Bank’s Private Investment Counsel group.

Aaron earned his B.A. degree in Economics and International Studies from American University in Washington, DC. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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.