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.
Senior Vice President, Private Client Advisor
Brendan Wagner is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Fort Worth, Texas. Brendan provides customized advice and guidance to high-net-worth clients and their families, helping them address, streamline, and simplify multiple aspects of their financial lives. He has particular depth catering to the needs of current and former business owners and family offices. Throughout his career, Brendan has focused on the distinctive priorities and interests of an accomplished clientele, solidifying his knowledge of best practices and allowing him to anticipate the opportunities and challenges that significant wealth can entail.
Brendan leads a team of Private Bank specialists who work in concert to identify possible efficiencies on both sides of a client’s balance sheet. Together, they design and implement integrated initiatives in investing, business and succession planning, trust and estate planning services, banking, lending, and philanthropy. Firmly focused on client well-being, Brendan strives to provide clients with the information they need to make informed decisions about the direction of their wealth. He is gratified to serve as a confidante and sounding board, helping clients simplify complexity and harness new ideas.
Brendan joined Bank of America Private Bank (formerly U.S. Trust) in 2017. Previously, he held positions with the Private Client Group at Wells Fargo and with UBS Private Wealth Management. He has worked in financial services since 2013, and earned his B.B.A. in finance and real estate from the Neeley School of Business at Texas Christian University (TCU).
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.