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, California. He works closely with high- and ultra-high-net-worth individuals and their families to help streamline the complexities that may arise from wealth events. Barry has deep experience providing strategic guidance to clients with dynamic balance sheets. His goal is to help them anticipate changing conditions, align financial strategies, and capitalize on possible efficiencies.

Barry leads a team of locally based specialists who can design and deliver customized wealth management offerings, integrating the extensive capabilities of the Private Bank. These offerings include strategies for investment management, pre- and post-liquidity event planning, and philanthropy; trust and estate planning services; and credit and lending solutions.

Barry is committed to building long-term relationships based on diligence, discretion, and a deep-seated interest in each client’s financial well-being. He begins each relationship by helping clients identify their concerns and priorities, and then creates a strategic framework to help them pursue their long-term wealth management goals.

Before he joined the Private Bank in 2019, Barry was the Area Lending Manager for Bank of America in San Diego.  Prior to that, he owned several companies and successfully raised money for various syndicates. This experience has given him useful insights into the wealth management concerns of business owners and other wealth creators.

Barry graduated from East Carolina University with a bachelor’s degree in psychology and business.  In the community, he is active with several non-profit organizations including The Century Club, Miracle Babies, JDRF (a research foundation for type 1 diabetes), Junior Achievement and Catholic Charities.

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

Adrienne Schwartz

Private Client Manager

619.515.5858

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Dawne Clark

Portfolio Manager

619.515.5634

Stephen Ross

Portfolio Manager

619.515.5625

James (Zack) Z Weismann

Portfolio Manager

619.515.5622

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.

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.