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.
Alicia Dunlap is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, Georgia. She works closely with ultra high-net-worth individuals and multigenerational families, to design custom financial strategies for pursuing their life, legacy, and philanthropic goals. She has developed a thoughtful understanding of the issues that can impact the financial lives of families, corporate executives, entrepreneurs, entertainers and professional athletes. Having an extensive background in Commercial Banking, Alicia is uniquely positioned to help business owners create exit strategies and advise them on pre and post-transaction planning.
Alicia leads a team of locally-based specialists who provide in-depth expertise in key disciplines, including wealth strategy, investment management, trust and estate planning, credit, family office services, and philanthropic services. Her clients enjoy working with her because she listens and puts the client's best interest first. She always has the needs of the client at the forefront and prides herself on providing an elevated client experience. Her expansive network in Atlanta and around the world bolsters her ability to connect clients to people, valuable information, and resources.
After earning a Bachelor of Science in Psychology and pursuing doctoral studies in Neuroscience at University of Pittsburgh, she decided to pivot and enter the banking industry. She began her banking career 17 years ago at J.P. Morgan Chase and has since spent most of her career in the areas of Commercial Banking and Wealth Management. She spent 10+ years as a Commercial Banker, while focused on consulting with business owners to grow their businesses in various industries.
Her experience across both Wealth Management and Commercial Banking lend her a unique and useful vantage point when recommending financial strategies.
Alicia lives in Atlanta and has one daughter who attends Spelman College, and two fur babies, Moo and Diamond. She is a culture and language enthusiast who speaks French and Spanish among other languages.
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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.