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 Shamp is Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Palm Beach, Florida. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Andrew is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other specialists to assist, as appropriate. At the Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Andrew served as Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank. Throughout his career, Andrew has counseled high- and ultra-high-net-worth individuals, families and business owners on a variety of complex issues utilizing different perspectives gained from his experience as a practicing attorney, life insurance professional and trust officer.
Andrew earned a Bachelor of Arts in communication studies (Highest Honors) from the University of Florida, a Juris Doctor from the University of Florida Levin College of Law and a Master of Laws (LL.M.) in taxation from the University of Miami School of Law. Andrew is admitted to practice law in Florida.* He holds the Chartered Advisor in Philanthropy® and the Accredited Estate Planner® designations.
Andrew is actively involved in his community. He is a Past President of the Palm Beach County Estate Planning Council and the Planned Giving Council of Broward County.
*Andrew does not provide legal advice in his role at Bank of America Private Bank.
*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.