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.
Allison Andrews is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Greenwich, Connecticut. Allison assists individuals, families, business owners and first-generation wealth creators by identifying how the firm’s wealth management, banking, lending and strategic liquidity alternatives can help grow, preserve and later transition client’s wealth. In her role, she is the credit specialist on her client relationships, advising on custom credit solutions for complex financing needs. Allison consults with wealth strategists, portfolio managers and trust specialists, to help create a comprehensive plan to manage multi-generational and substantial inflows of wealth.
Allison began her career in 2008 with JPMorgan Chase and held various positions within the organization. Her last role as a Private Client Advisor with JPMorgan, she implemented wealth management strategies and customized goals-based analysis for individuals and businesses. Allison transitioned to Morgan Stanley in 2016 as a Private Banker where she provided banking and lending solutions to ultra-high net worth clients throughout the northeast. In her role she also developed business strategies to drive initiatives.
Allison attended John Jay College of Criminal Justice and earned a B.S. in legal studies and law. She currently lives in Westchester County, enjoys gardening and spending time with family.
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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.