Barry W Shillito

Private Client Advisor

Professional Profile

Barry Shillito is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in San Diego.  He works closely with high net worth clients and their families, helping them streamline the complexities that arise from wealth events. He has particular depth advising clients with dynamic balance sheets, enhancing their ability to anticipate changing conditions, align strategies and capitalize on possible efficiencies. Barry leads a team of locally-based specialists, orchestrating customized initiatives in wealth strategy, Lending and credit, investment management, trust and estate planning services, and philanthropy. Barry begins each relationship by listening to client’s concerns, priorities, and long-term goals. He then devises a detailed framework to pursue client goals, integrating the extensive capabilities of Bank of America Private Bank. Throughout the client relationship, Barry facilitates close communication with a client’s external tax and legal advisors, as appropriate. Diligent and discreet, he develops long-term relationships that testify to his deep-seated interest in client well-being.

Prior to joining Bank of America Private Bank, he was a Vice President and Area Lending Manager for the bank’s San Diego market.  He’s been in financial services for 24 years and held investment and insurance licenses since 1996.  He’s owned several companies and successfully raised money for various syndicates giving him the experience and insight necessary to help business owners and high net worth clients.

Barry has a BA from East Carolina University in Psychology and Business.  Barry’s very active in the San Diego community serving various non-profits such as Miracle Babies, JDRF, Junior Achievement and Catholic Charities.

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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.