William Lavelle

Senior Vice President, Private Client Advisor

Professional Profile

Bill Lavelle is a Senior Vice President and Private Client Advisor at Bank of America Private Bank*, based in Los Angeles. Bill works closely with clients to address a range of wealth management needs and leads a team of specialists to help make his client’s financial lives better.

Prior to joining Bank of America Private Bank, Bill served as Managing Director at City National Bank helping give his experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was the Investment Management Market Executive at Boston Private Financial for Los Angeles.

Bill Lavelle is a graduate of Lawrence University with a degree in history and earned a M.Litt. from Trinity College Dublin in classics.  Bill holds the Chartered Financial Analyst designation and a member of the CFA Institute and the CFA Society of Los Angeles.   

He does not provide legal advice in his role at Bank of America Private Bank.

*Formerly U.S. Trust

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.