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.
Ann Robinson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Greenville, South Carolina. She is closely attuned to the wealth management needs and priorities of high and ultra-high net worth clients. Ann works with multi- generational families to educate, assist and provide guidance in the areas of wealth strategy and management as well as investment management, trust and estate planning, philanthropy, strategic banking and customized credit and lending. Ann begins engagements by getting to know clients well—challenges, preferences, goals, family situations, and professional aspirations. Together with a client's Private Bank Team, Ann helps identify and integrate services and strategies to address client needs, drawing on the breadth of resources available at Bank of America Private Bank..
Ann is skilled in organizing cohesive action across a client’s Private Bank team. She believes that the team structure helps drive client value by providing depth of skill within a context of unified strategy. Ann points to the extensive capabilities at the Private Bank as a key differentiator of the bank.
Ann has been in banking for over 30 years. Her experience as a Client Manager for commercial, non-profit and healthcare clients enables Ann to integrate the commercial offerings of the bank for clients.
Ann earned her Master of Business Administration degree from the University of Kansas School of Business and her Bachelor of Arts from Covenant College.
Ann’s philanthropic passion has been education and her community currently serving on the Board of Directors of the The Institute for Child Success and having formerly served on the South Carolina Independent Colleges and Universities Board of Trustees, the United Way Association of South Carolina Board of Directors, and Success By 6 Board of Directors. She is a graduate of Leadership Greenville and Furman University Women Leaders of the Upstate and the Riley Institute at Furman's Diversity Leaders Initiative.
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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
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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.