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Brett Finney

Assistant Vice President, Portfolio Manager

Professional Profile

Brett Finney is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank*in the regional office located in Dallas Texas. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.  In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of tax-minimization strategies, retirement, and multi- generational strategies from risk-based strategies to banking and lending needs.


Brett Finney has worked in the financial services industry since 2005.  Prior to joining Bank of America Private Bank, he served as a Wealth Management Consultant at H.D. Vest helping give him experience and insight into the wealth management needs of high net worth individuals and families. 


Brett Finney is a CERTIFIED FINANCIAL PLANNER (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc.


Brett Finney holds a Bachelors of Business Administration in Marketing and an MBA from Texas Tech University. 


He currently is an active member of the Financial Planning Association and serves as a mentor with the Certified Financial Planning Board of Standards Inc. 


*Formerly U.S. Trust


 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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


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.