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.
Barbara Liguori is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Headquartered in Melville, New York, Barbara advises clients throughout the United States, providing tailored strategies and precise coordination to an accomplished clientele, helping them manage their wealth with greater purpose and insight. She has particular depth catering to the needs of business owners and multi-generational families, integrating the knowledge she has gained from direct experience.
A strong relationship builder, Barbara is skilled in connecting clients to the resources and capabilities that can have a measurable impact on their lives and legacies. Working in concert with a team of locally based specialists, she looks to remedy gaps in a client’s financial framework, addressing both the opportunities and challenges that significant wealth can pose. Her areas of focus include pre-liquidity-event planning, business succession planning, trust and estate planning services, tax-sensitive wealth strategy, portfolio design, banking and lending, and charitable giving. Clients look to Barbara for a highly responsive service ethic that is grounded in transparency and a sincere dedication to their well-being.
Barbara draws on more than 35 years of experience serving business owners and other high-net-worth individuals. Prior to joining Bank of America Private Bank, she was a Senior Director and Market Sales Executive in Business Banking with Capital One Bank, where she spent more than nine years. Her career also includes 21 years with J.P. Morgan Chase Bank, where she was a Vice President and Area Manager in Business Banking, and four years with Citibank, where she was a Vice President and a Relationship Manager in Commercial Banking. Her tenure with Bank of America is a “homecoming.” Earlier in her career, she served as a Client Manager in Business Banking with the firm.
Barbara completed Citigroup’s Commercial Credit College. She also attended St. Joseph’s College in Patchogue, New York, where she studied organizational management.
Active in her community, Barbara serves as a mentor in the Moxxie Mentoring Foundation and is a member of the Sayville Lions Club and the Long Island Business Development Corporation. She is also an active supporter of Pronto Food Bank in Brentwood, Long Island.
Barbara and her husband Vincent have two sons, Nicholas and Thomas, who are both in college. Summers find them enjoying their boat with family and friends, visiting the beautiful beaches of Fire Island. In winter, they like to ski, snowboard, and take in the sun at Bonita Springs, Florida.
In her role at Bank of America Private Bank, Barbara does not provide tax advice.
- Citibank Commercial Credit College
- St Joseph's College
- Moxxie Network
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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.