Annette I Anderson

Vice President, Private Client Advisor

Professional Profile

Annette Anderson is a Vice President and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. She works closely with active and retired attorneys, business owners, corporate executives, foundations and other non-profits in the Dallas area, throughout Texas and across the country.

In addition to serving her ambitious and accomplished clientele, Annette finds special significance in being a caring and confidential resource to women and men experiencing divorce or the loss of a spouse. At these difficult times, Annette helps clients make informed decisions when emotional decisions can otherwise disrupt their disciplined financial strategy. Annette’s desire to educate clients extends to their children. She welcomes the opportunity to help them understand the responsibilities of inheriting and managing substantial wealth.

On behalf of all clients, Annette oversees a team of selected specialists and the union of strategies and service grounded in each client’s vision and values. Clients look to her for assistance in developing strategies that can be seamlessly implemented across multiple disciplines – traditional, specialty asset, alternative investments* and capital market investment management, trust and estate planning services, customized credit and lending, business and succession planning, and philanthropy.

Annette serves on the board of Parkland Foundation and is a member of the Dallas Assembly, The Dallas Summit, The Dallas Chapter, Links Inc. and The Dallas Chapter, Girlfriends, Inc. She is also the Chair of the Executive Council for the Jonsson School at the University of Texas, Dallas.

Annette holds a Bachelor’s degree in economics from The University of Texas, Austin. An avid traveler, Annette also enjoys cooking, entertaining, and watching her teenage daughter at dance performances.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

EDUCATION

  • University of Texas Austin

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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.

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.