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 Finney is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank 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 financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews with clients, Brett works with clients to monitor the appropriateness of the strategies he has implemented and evaluates their progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational planning – 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 which gave him experience and insight into the wealth management needs of high-net-worth individuals and families. Brett obtained and MBA and his Bachelors of Business Administration in Marketing from Texas Tech University. Brett Finney is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and is an active member of the Financial Planning Association and serves as a mentor with the Certified Financial Planning Board of Standards Inc.*
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.