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
Professional Profile
Anthony Woeltz is a Managing Director and Private Client Advisor at Bank of America Private Bank since 1991. Based in Boston, Anthony has over 25 years of combined wealth, credit and investment management experience. He and his team of professionals are responsible for building deep and lasting relationships with high net worth individuals and families and delivering comprehensive and sophisticated financial and estate planning strategies.
From cash management and structured credit to investment management strategies, trust administration and planning, Anthony’s team draws on a deep well of knowledge to holistically provide strategies that go beyond balance sheets, income statements and current tax considerations.
With a coordinated approach, Anthony and his team provide clients with access to a broad range of structured credit services; from cash flow loans, aircraft and yacht finance; to commercial and residential real estate financing for individual investment. Anthony utilizes Bank of America’s extensive due diligence and manager selection practices when advising clients on asset management. Alternative Assets, Farm and Timber management as well as philanthropic solutions are also core capabilities of the team.
Anthony earned his BA from Kenyon College. In addition, he graduated from BankBoston’s Loan Officer Development Program in 1983. He is a CERTIFIED FINANCIAL PLANNER™ CFP® professional and is a member of the Boston Estate Planning Council.
Note: Anthony does not provide tax advice in his role at Bank of America Private Bank.
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.
EDUCATION
- Kenyon College
LANGUAGES
- English
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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
Key Contacts
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
FEATURED ARTICLES
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.
