Amy E Zinser

Director, Wealth Strategies Advisor

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Professional Profile

Amy Zinser is a Director and a Wealth Strategies Advisor for the Chief Investment Office (CIO) within Bank of America Corporation. Amy contributes to the CIO’s thought leadership and writing in the areas of wealth and estate planning. She also provides in-depth estate plan reviews and crafts customized analysis and strategies for ultra-high net worth clients and their families. Amy collaborates with client teams at Bank of America Private Bank 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.

Previously, Amy was a Wealth Strategies Advisor for Bank of America Private Bank.

Prior to joining Bank of America, Amy was a practicing attorney specializing in complex estate planning and trust and estate administration. Amy earned 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. Amy holds the Accredited Estate Planner® (AEP®) designation. She is admitted to practice in Connecticut and New York.

Amy does not provide legal or tax advice in her role at Bank of America.

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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.

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.