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.
Anthony M Woeltz
Managing Director, Private Client Advisor
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™ 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. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.
- Kenyon College
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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
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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.