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.
Andrew Huber is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Palm Beach, Florida. In this role, he is responsible for developing and implementing comprehensive strategies to assist individuals and families with complex financial needs such as preservation, transfer and management of wealth. He provides wealth management services in the areas of financial, estate, and philanthropic planning. Activities include coordinating with the client’s team of advisors and conducting periodic reviews to help clients monitor progress. Prior to joining the Private Bank, Andrew practiced law in Miami and Palm Beach Gardens, Florida, in the areas of wealth transfer tax, international taxation and the taxation of commercial transactions.
Andrew earned his Bachelor of Arts in Economics and History from Emory University in 1993, his Juris Doctor, with honors, from the University of Miami School of Law in 1996, and his Master of Laws in Taxation from the University of Florida College of Law in 1998. Andrew holds the Accredited Estate Planner® (AEP®) and Chartered Advisor in Philanthropy® (CAP®) designations.
Andrew is a past president of both the East Coast Estate Planning Council and Palm Beach Tax Institute. He has also been involved in the Florida Bar Tax Section since 1998 and has served in a variety of leadership roles. Andrew has contributed to legal publications and is a frequent speaker on a variety of tax planning topics. Andrew serves as a Member of the Board and of Directors and Vice-Chair of the Bak Middle School of the Arts Foundation, as a Member of the Philanthropy Tank's Palm Beach County Leadership Council and as a Florida Regional Director of the Anti-Defamation League.
*Andrew does not provide tax or legal advice in his role at Bank of America Private Bank.
*The AEP® designation is a registered mark of the National Association of Estate Planners & Councils.
*Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.
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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.