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.
Alexandra G. Escobedo is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining personalized investment solutions and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, developing an appropriate course of action, formulating and implementing strategies, and conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients on navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies, including risk-based approaches to banking and lending needs.
Prior to joining the Private Bank, Alexandra was employed by TradeStation in Plantation, FL as a quantitative analyst where she developed trading strategies, analysis techniques and statistical studies for clients of the brokerage platform to use in their investment analysis. She started her career at Franklin Templeton Investments in Ft. Lauderdale, FL where she completed one year of a management training rotational program. Alexandra earned her B.B.A. degree with a concentration in finance and a minor in economics at Florida International University. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of South Florida and the CFA® Institute. She also is a CERTIFIED FINANCIAL PLANNER™ certificant.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.
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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.