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.
Alice Flanagan is a Managing Director and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. Alice started her career at Bank of America and most recently worked for Cambridge Trust Company. She has worked for over 10 years in the trust administration and financial planning industry. In her current role, Alice is actively involved with informing individuals and families on a broad spectrum of wealth planning topics (with a focus on estate planning) in addition to providing technical guidance on the administration of trusts. Alice is responsible for fiduciary administration for investment management accounts, revocable and irrevocable trusts.
Alice holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Certified Trust and Fiduciary Advisor (CTFA) designation issued by the ABA Institute of Certified Bankers. Alice is a member of the Boston Estate Planning Council and has been involved in numerous committee leadership positions within the organization. She is also an active member of the Japan Society of Boston. Alice received her B.S. in Accounting from Bentley University.
*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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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.