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.
Alan Stroud is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for developing and implementing comprehensive planning strategies for clients with complex financial needs by accessing the bank's broad range of investment, fiduciary and banking services. He incorporates wealth management planning strategies in areas including estate planning, tax, financial planning, insurance, risk management, asset protection, business planning, and philanthropy to help clients reach their goals and objectives. This includes coordinating with the client’s team of advisors, conducting periodic reviews to gain a better understanding of the client’s goals and objectives, and providing ideas and guidance through an ever-changing tax and legal landscape.
Prior to joining Bank of America, Alan worked for 20+ years in various private practice law firms dealing in the areas of estate planning & probate, asset protection planning, business planning and philanthropy planning. Alan is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, He graduated from New York University School of Law with an LL.M. (in Taxation), University of Tulsa College of Law with a J.D., and University of Texas at Arlington with a B.B.A. in Accounting. Additionally, Alan is a Certified Public Accountant.
Alan does not give legal advice or tax advice in his role at Bank of America Private Bank.
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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.