Brett Andrew Bluestein

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Brett Bluestein is a Wealth Strategies Advisor at Bank of America Private Bank (formerly U.S. Trust).  In this role, Brett provides financial and tax planning guidance to clients of the Private Bank.  Brett, who works closely with clients in reviewing each client's needs and concerns and objectives, strives to offer value-added solutions to help clients address complex and sensitive tax and wealth planning issues.  In addition to providing analyses that help identify innovative and distinctive strategies in a variety of areas including tax and estate matters, Brett coordinates the involvement of the client’s other professional advisors to assist clients in pursuing goals in a timely and efficient manner.

Prior to joining the Private Bank in 2008, Brett was a tax and estate planning attorney in Charleston, SC with the McNair Law Firm, P.A. where he specialized in estate, gift and charitable tax planning; probate administration; estate planning and trusts; succession planning for closely-held business; and corporate law.

Brett received his B.A. in corporate communications and business administration from the College of Charleston and earned a Juris Doctorate from the University of South Carolina School of Law and a L.L.M. in taxation from New York University.

Brett does not provide legal or tax advice in his role at Bank of America Private Bank.

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.

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.