BRANDON C. BURNS

Senior Vice President, Portfolio Manager

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Professional Profile

Brandon Burns is a Senior Vice President and Senior Portfolio Manager in Winter Park, Florida.  In this role, he is responsible for creating and implementing personalized investment strategies across a broad range of asset classes based upon a client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. In developing strong relationships with clients, Brandon guides them through establishing prudent investment goals and objectives, all while maintaining an appropriate investment strategy through shifting market environments. In addition, he also interacts with clients through periodic personalized reviews to monitor progress towards achieving investment goals and provides traditional guidance in the areas of asset allocation, risk mitigation, income maximization, and tax-minimization. Brandon works closely with clients’ external advisors, such as attorneys and accountants as well as the broader private bank team to access a wide range of resources, capabilities and specialists.

Prior to joining Bank of America Private Bank, Brandon was a Portfolio Manager with City National Rochdale, an RBC/City National Company. Previously, he held similar positions with Lyons Wealth Management, LLC, and ARIM.  Brandon obtained his MBA with concentration in Finance and Entrepreneurship and his Bachelor of Arts in International Business and Economics from Rollins College.

Having been the captain of the US National Junior Hockey Team, Brandon enjoys coaching youth hockey in his local community.  He currently resides in Central Florida with his loving wife, Cassie, & their daughter, Georgia.

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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.

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.