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 Bennett is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank, with over 20 years of investment experience. She is responsible for understanding clients' strategic investment objectives and unique goals in order to effectively manage their investments.
Alicia is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Alternative Investment AnalystSM (CAIA®) designation. She brings a unique combination of technical acumen with a mind for comprehensive financial planning.
Alicia began her career working with her father at A.G. Edwards & Sons while finishing her Bachelor of Finance at Idaho State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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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.