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.
Aimee Osborne is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Miami, Florida. Aimee works closely with high-net-worth and ultra-high-net-worth clients, helping them advance their objectives through proactive guidance and dependable outreach. Deeply knowledgeable about credit, she is skilled in devising creative solutions for clients with complex lending needs. Her tenure and continuity with the Bank have heightened her ability to connect clients to impactful capabilities, enterprise wide.
Aimee serves as a key point of client contact, orchestrating steady progress toward each family’s distinctive priorities. A clear communicator, she stays apprised of changing client interests, uncovering possible efficiencies on both sides of the balance sheet. Formally credit trained, Aimee is deeply versed in the lending process. Clients look to her and her team for assistance with a variety of lending needs, from art lending and commercial real estate financing to residential lending and custom credit.
Aimee began her Bank of America career in 1994 in Richmond, where she was an Assistant Vice President in Commercial Credit Review. After six years in this capacity, Aimee moved to Small Business Risk Management in Charlotte, where she worked for four years. In 2004, she was promoted to Senior Custom Underwriter in the Private Lending Center. Two years later, Aimee was asked to assume her current role as Private Client Manager with the Private Bank in Miami. Earlier in her career, she spent three years as an Associate National Bank Examiner for the Office of the Comptroller of the Currency.
Originally from Richmond, Aimee earned her bachelor’s degree in finance and her M.B.A. from Virginia Tech. She has also holds the CERTIFIED FINANCIAL PLANNER™ certification.
An animal lover, Aimee enjoys taking long walks and hikes, traveling, and spending time with her friends and family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
- Bank of America
- Virginia Tech
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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.