Ann K Robinson

Senior Vice President, Private Client Manager

Professional Profile

Ann Robinson is a Senior Vice President and Private Client Manager in the Upstate, SC office of Bank of America Private Bank (formerly U.S. Trust). 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 Client Advisor, 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 25 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 United Way of Greenville County and 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, Anderson University Board of Visitors, and Success By 6 Board of Directors. She is a graduate of Leadership Greenville and Furman University Women Leaders of the Upstate.   

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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.