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.
Belinda Phelps is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Houston, Texas. Supported by the resources, strategies and innovation of the global enterprise, she manages relationships with individuals and institutions in areas surrounding their strategic banking and credit needs, investment management, trust and estate planning services, as well as day-to-day liquidity management solutions and philanthropy.
Belinda summons more than 30 years of private banking experience and orchestrates the coordinated efforts of specialists on behalf of wealthy business owners and entrepreneurs preparing for liquidity events, ultra-affluent C-suite executives, hedge fund managers and private equity partners, owners of commercial real estate, generations of families, charitable and family foundations, and non-profit organizations.
Resolute in her determination to meet and surpass clients’ objectives, Belinda prides herself on her ability to responsibly and responsively address clients’ complex needs. She feels a genuine sense of fulfillment providing the knowledge and know-how that can help clients achieve their goals, personally and professionally.
Prior to joining the Private Bank (formerly U.S. Trust) in 2011, Belinda spent seven years with Citi Private Bank in Houston and 15 years at JP Morgan Chase Private Bank in Houston. A native Texan, Belinda holds a B.B.A. degree from Texas A&M University and is a graduate of the Southwestern School of Banking at Southern Methodist University. An active member of the Houston and Bryan - College Station communities, Belinda considers herself a "serious and savvy" college sports fan (football, basketball and baseball) – having grown up with four brothers.
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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.