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.
Alexander X Ferrera
Senior Vice President, Private Client Advisor
Professional Profile
Alex Ferrera, CRPC™ is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in South Florida. He works closely with high- and ultra-high-net-worth individuals, business owners and families, helping them pursue what is most important to them by tailoring and customizing a more purposeful and structured approach to their financial lives.
Alex leads a team of Bank of America Private Bank specialists who work across various disciplines to help clients address multiple aspects of managing complex wealth. Alex and the team offer an integrated approach that may include strategies for investment management, tax minimization, business succession, philanthropy; trust and estate planning services; and credit and banking solutions.
Alex has over 20 years of experience. He joined Bank of America in 2004 and held various advisory and leadership roles within our consumer and investment channels. He has worked in many different cities with Bank of America spanning across Miami, Los Angeles, Chicago, Indianapolis, Minneapolis, Denver, Ohio, Pittsburgh and now Boca Raton. Most recently, Alex led a team of advisors with Merrill in the Palm Beach market prior to joining Private Bank. He earned his master’s in business administration and international Business and his bachelor’s degree in international finance and marketing at the University of Miami.
Alex is a former board member with Brooke’s Place for grieving young people and is always open to give back in his community through volunteerism and providing support/ guidance through financial literacy.
Prior to moving to the US, Alex lived in Paris, France for close to 20 years. He currently lives in the Boca Raton area with his wife and two children. In his spare time, he enjoys tennis, pickleball and traveling.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
EDUCATION
- University of Miami
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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
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
FEATURED ARTICLES
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.
