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.
Andy Holmes is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Kansas City, Missouri. Andy develops deep and enduring relationships with clients and their families, helping them deploy their wealth more purposefully, thoughtfully, and strategically. Business owners, professionals, and other wealth creators look to him to help grow and preserve wealth across generations. Central to that mission, Andy believes, is an appreciation for each family’s distinctive path and the sacrifices and values that are embedded in their past, present, and future.
Clients look to Andy to help unwind the complexities of significant wealth—both those they anticipate, and those they do not yet foresee. Working in concert with a team of dedicated specialists, Andy fosters a close-knit environment that helps clients capitalize on the extensive resources available at the Bank, while maintaining the warmth and personalization that are his hallmarks. He has particular depth helping clients maintain liquidity using a variety of financing techniques. Andy is also adept in business succession strategies, pre-liquidity-event planning, and income replacement strategies after a business sale or transfer.
Andy joined the Private Bank in 2022. Previously, he spent seven years advising high-net-worth families and business owners, helping them unify and streamline multiple facets of their wealth. Earlier in his career, Andy gained experience in both retail and commercial banking, exposure that helps him address a variety of lending, liquidity, and cash-flow needs. He has worked in financial services since 2005.
Dedicated to professional excellence, Andy holds the Accredited Wealth Management Advisor™ designation.
Born and bred in the Kansas City area, Andy is proud to live in his home city. Eager to give back to his community, he is an active volunteer with youth-outreach organizations. His hobbies include traveling, cooking, and spending time outdoors.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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.