Mordelo (Beau) Breckenridge

Professional Profile

Beau Breckenridge, CAP^®, is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Palm Beach, Florida. Beau works closely with his clients, families and institutions to assess their needs and interests, and then coordinate the resources to advance their objectives, enterprise wide. He orchestrates effective communication across a client’s Private Bank team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Beau offers an intuitive understanding for people and their priorities, treating clients with courtesy and professionalism.

As a key point of client contact, Beau serves as a central resource for clients and their families. He is skilled in helping clients navigate the opportunities and offerings at their disposal, smoothing their path toward meaningful objectives in growing, preserving, and transferring their wealth. An experienced liaison, Beau is also adept in following through on client requests, directing cohesive action across a team of specialists. He enjoys working with multiple generations of client families, nurturing their development as capable and informed stewards of their family’s wealth. Beau has particular depth facilitating custom credit solutions; he is also well versed in investments, trust and estate planning and banking.

Beau joined Bank of America Private Bank (formerly U.S. Trust) in 2003. Previously, he was with Wells Fargo Private Wealth Management in Charleston, South Carolina, Raleigh, North Carolina, and Palm Beach Florida. During a two year leave from private banking, he helped to launch a subsidiary of a wholesale insurance carrier.  He also served as Major and Planned Gifts Officer at the Norton Museum of Art in West Palm Beach, Florida. He earned his B.S. in Business Administration from the College of Charleston.

Active in his community, Beau currently serves as trustee of the Center for Creative Education and Hospice Foundation of Palm Beach County. He has previously served as a trustee or committee member for the Palm Beach Chamber of Commerce, Historical Society of Palm Beach Country, American Heart Association, Ann Norton Sculpture Gardens, Episcopal Church of Bethesda-by-the-Sea, Rosarian Academy, Norton Museum of Art, Boys and Girls Club of Palm Beach County, the American Cancer Society and others.

Beau is married to Jackie, who manages a family foundation in Palm Beach. They live in West Palm Beach and have two children in college -- son, Wilder and daughter, Charlotte.

 
*Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.