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.
Amy Zinser is a Director and a Wealth Strategies Advisor for the Chief Investment Office (CIO) within Bank of America Corporation. Amy monitors changes in planning strategies and the law and contributes to the CIO’s thought leadership in the areas of wealth and estate planning. Amy educates colleagues and clients on sophisticated planning techniques and crafts customized analysis and strategies for ultra-high net worth clients and their families.
Previously, Amy was a Wealth Strategies Advisor for Bank of America Private Bank. Amy partnered with client teams to provide wealth management guidance and help clients pursue their individual goals in financial and estate planning, risk management, wealth transfer, intergenerational planning, and philanthropy. Amy also conducted in-depth reviews of estate plans and collaborated with clients’ estate planning attorneys to implement strategies tailored to the unique needs of each client.
Prior to joining Bank of America, Amy was a practicing attorney specializing in complex estate planning and trust and estate administration. Amy holds a bachelor’s degree from Yale University and a JD, with honors, from the University of Connecticut School of Law, where she was Lead Articles Editor for the Connecticut Law Review. Following law school, Amy was a law clerk at the Federal District Court for the District of Connecticut in Hartford. She is admitted to practice in Connecticut and New York. Amy holds the Accredited Estate Planner® designation from the National Association of Estate Planners and Councils.
Note: Amy does not provide legal or tax advice in her role at the Private Bank.
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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.