Amy S Lawrence

Vice President, Private Client Advisor

Professional Profile

Amy Lawrence is a Vice President and Private Client Advisor at Bank of America Private Bank based in Miami, Florida. She works with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to help define, pursue and integrate their financial priorities.

Addressing both the assets and liabilities of her clients’ balance sheets, Amy takes a collaborative, thoughtful, and integrated view of their resources. She and her team focus on addressing the complexity that can accompany significant wealth, helping clients enact cohesive strategies that leverage the breadth of offerings at Bank of America Private Bank.

Based in south Florida, Amy is attuned to the economic conditions that have attracted new clients to the Miami area. She frequently serves as a guide to help weigh the financial, business, personal, and philanthropic decisions that accompany a relocation to the state. Amy supports business owners with guidance on succession planning and exit strategies and helps deliver professional oversight to support their post-sale wealth management needs.

Amy joined Bank of America Private Bank (formerly U.S. Trust) in 2016. She has a Bachelor of Science degree from the University of Miami and a Master of Science degree from the London School of Economics.

Active in her community, Amy currently serves as president of the Miami Finance Forum. She is also the Southeast regional director and a global board member for the Hedge Fund Association, and an advisor to the business development and marketing committee for the Miami Downtown Development Authority.

EDUCATION

  • The London School School of Economics and Political Science (LSE)
  • University of Miami

ORGANIZATIONS

  • Advisor, Finance Strategy Initiative, Miami DDA
  • Global Board Member & Southeast Regional Director, Hedge Fund Association
  • President and Board Member, Miami Finance Forum

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Evita E Francuz

Private Client Manager

305.347.2746

Caleb L Jones

Trust Officer

305.347.2763

Raul A Arguello

Portfolio Manager

305.347.2638

Stuart Beharry

Portfolio Manager

305.347.2983

Henry (Woodward) W Middleton

PWM Market Executive

561.653.5905

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.