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 E Zinser
Senior Vice President, Wealth Strategies Advisor
Amy Zinser is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank in Westport, Connecticut. In her role as a Wealth Strategies Advisor, Amy provides wealth management guidance and helps clients pursue their individual goals in financial and estate planning, risk management, wealth transfer, intergenerational planning and philanthropy. Amy’s experience as a trusts and estates attorney and knowledge of sophisticated estate planning techniques allow her to provide in-depth reviews of estate plans and work closely with clients’ estate planning attorneys to implement strategies that are tailored to the unique needs of each client.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2013 as a Senior Trust Officer, Amy practiced law at Day Pitney LLP, in its Stamford and Greenwich offices, specializing in the areas of 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 an 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.
Amy is a member of the Board of Directors of the New Canaan Community YMCA and a longtime volunteer for Connecticut Odyssey of the Mind.
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.