Anna Miao

Vice President, Private Client Advisor

Professional Profile

Anna Miao is a Vice President and Private Client Advisor at Bank of America Private Bank. Her team is responsible for building deep and lasting relationships with high net worth individuals, families and institutions by delivering comprehensive and sophisticated financial and estate planning strategies. These strategies cover a broad range of services including cash management, investments*, strategic lending, philanthropic advisory services and estate planning.

Anna holds a master’s degree in business administration and has studied and worked in China, South Korea, and Switzerland. She is a member of Massachusetts Financial Planning Association and the National Association of Asian American Professionals.

Anna speaks fluent Mandarin and Korean. She is actively involved with the Asian American community in the Greater Boston area. She has been teaching Women’s Financial Empowerment Program at Boston Chinatown Neighborhood Center during the past two years.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. 

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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


For more than 200 years, Bank of America Private Bank (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.