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.
Elizabeth (Beth) T. Bolton
Senior Vice President, Private Client Manager
Beth Bolton is a Senior Vice President and Private Client Manager at Bank of America Private Bank based in Ponte Vedra Beach, Florida. She is the primary point of contact in relationships with ultra-high-net-worth clients ranging from business owners to multigenerational families. By getting to know clients well, she can help them navigate life cycles while remaining focused on their financial priorities.
Beth focuses on strategic credit and lending solutions. She takes a team approach, connecting clients with other specialists from the Private Bank who can offer investment management and wealth structuring strategies, trust and estate planning services, and next-generation financial education. The team’s objective is to help clients protect their assets and pass them on in a tax-efficient manner. They can also coordinate with each client’s professional advisors outside the bank, including attorneys and CPAs.
Prior to joining Bank of America Private Bank in 2020, Beth had a similar role as a private wealth advisor at Branch Bank and Trust (now Trust) for 14 years. Earlier, she was a personal banking officer at BVAA/Compass Bank. She started her business career in the telecommunications industry. A native Floridian, she graduated from the University of Florida with a Bachelor of Science degree in business administration and marketing.
In the community, Beth is a strong supporter of First Coast Women’s Services. Married for nearly 40 years, she and her husband have two adult children and three grandchildren. She enjoys gardening and the beach.
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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.