Amelia E Heath

Managing Director, Senior Trust Officer

Professional Profile

Amelia Heath is a Managing Director and Senior Trust Officer with Bank of America Private Bank. Amelia works with individuals, families, and professional advisors on matters regarding estate, retirement, and financial planning and the administration of trust and investment management accounts. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2013, Amelia practiced law for over 10 years with a focus on wealth transfer and tax planning, business succession planning, and estate and trust administration.  

Amelia does not offer legal or tax advice in her role at Bank of America Private Bank.

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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.

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.