Anthony M Woeltz

Managing Director, Private Client Advisor

Professional Profile

Anthony Woeltz is a Managing Director and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. 

For more than 25 years, Anthony has served ultra-high-net-worth women and men who have accumulated and inherited significant wealth. Today, he continues to address the distinct financial challenges of senior-level technology executives, successful entrepreneurs, and multiple generations of families.

While diverse, Anthony finds that clients often share a need for a seasoned wealth management professional to provide a highly personalized financial strategy and a cohesive framework that allows them to progress toward meaningful goals.

Leading a team he selects for each client – and overseeing a union of strategies across wealth disciplines – Anthony provides clients with access to investment management, trust administration and planning, and a wide range of structured credit services (including cash flow loans, aircraft and yacht financing, and commercial and residential real estate financing for individual investment). Alternative assets, farm and timber management, and philanthropic solutions are also among the team’s core capabilities. In addition to its own deep well of knowledge, Anthony and his team collaborate with clients’ CPAs and attorneys as needed, and view those relationships as critical to developing trust and expediting matters.

Anthony began his banking career in 1983 at BankBoston, a legacy bank of Bank of America. He has worked in wealth management at the firm since 1991. Anthony holds a Bachelor’s degree from Kenyon College. 

Anthony is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a member of the Boston Estate Planning Council and a board member of Horizons II Collaborative Housing. Anthony lives in the South End of Boston with his wife. They have two grown children. In his spare time, Anthony is a folk musician and enjoys running, skiing and golfing.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

* 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.

 

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

Advisor Image

Patrick J. Carlucci

Private Client Manager

617.434.2294

Key Contacts

Shane J Petruzello

617.434.8763

Mark P Pelletier

617.434.5207

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 (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.