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.
Brett Bluestein is a Wealth Strategies Advisor at Bank of America Private Bank in Charleston, South Carolina. He takes a strategic and educational approach to help ultra-high-net-worth clients address complex and sensitive wealth management issues, with an emphasis on strategies for tax and estate planning, wealth transfer and philanthropy.
Brett seeks to add value for clients through the fiduciary platform of the Private Bank, its team approach and a commitment to extraordinary service. As a member of the client’s team, he offers innovative strategies based on a thorough analysis of specific wealth management concerns. He can also coordinate with other professional advisors to help clients pursue their goals in a timely, objective manner.
Brett works with ultra-high-net-worth individuals, families, business owners and retired executives, many with primary or seasonal residences in South Carolina. He can help owners structure a business in anticipation of a sale or gift to a third party, family member, current management, or key employees.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2008, Brett was an attorney with the McNair Law Firm, P.A. While practicing law, Brett focused on gift and charitable tax planning; probate administration; estate planning and trusts; succession planning for closely held businesses; and corporate law.
A native Charlestonian, Brett graduated from the Porter-Gaud School. He earned a B.A. degree in corporate communications and business administration from the College of Charleston, a J.D. from the University of South Carolina School of Law, and an LL.M. in taxation from New York University. Brett is a member of the Charleston Estate Planning Council, the Charleston Tax Council, and the South Carolina Bar. He and his wife, Bess, have two young children, Jack and Libby.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.