Annette Musa

Senior Vice President, Private Client Advisor

Professional Profile

Annette Musa is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. Annette is committed to building strong client relationships with ultra-high-net-worth families and individuals, including many business owners and women facing the financial challenges of inheritance, divorce or widowhood. She works closely with clients to help them create wealth management strategies based on a deep understanding of their life and legacy goals.

Annette leads a team of knowledgeable, experienced specialists from the Private Bank who collaborate to design and implement wealth management offerings tailored to individual client needs. The team can offer strategies for investment management, philanthropy and liquidity event planning; trust and estate planning services; and credit and lending solutions. On request, they will work with other members of the client’s professional team (including attorneys and CPAs) to coordinate the implementation of wealth management strategies.                 

Annette has more than 30 years of investment and wealth management experience. Prior to joining  the Private Bank (formerly U.S. Trust) in 2017, she was a wealth advisor, regional manager and Arizona market president at Comerica. She earned a bachelor’s degree in business administration and management at the University of Phoenix while working fulltime.

Active in the community, Annette has a special interest in Hispanic organizations. She is vice chair of the Arizona Hispanic Chamber of Commerce and serves on the board of XICO, a non-profit that supports Latinx and indigenous artists.   



 

EDUCATION

  • University of Phoenix

Our Team

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

Tim Polson

Private Client Manager

480.624.0658

David M Wentland

Portfolio Manager

480.624.0637

Sarah L. Giles

Senior Trust Officer

480.624.0366

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Key Contacts

Ryan Bence

Private Banking Associate I

480.905.6169

Let's Have A Conversation

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.