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 Paxman is a Vice President and Private Client Manager at Bank of America Private Bank in Salt Lake City, Utah. Brett joined the Private Bank in 2010, after a year of working on the retail side of Bank of America. That experience gave Brett what he describes as an understanding of how individuals approach wealth management and what he could offer them in the way of perspective, guidance and wealth strategies. Brett cares deeply about his clients, and he believes his passion translates to clients trusting him to always have their best interests at heart.
Brett recognizes that high- and ultra-high-net-worth individuals and families often have challenging personal and business needs that require customized strategies. His approach for clients includes leveraging the extensive global resources of Bank of America, as needed, and serving as an advocate for each and every client. Brett can also help structure teams comprised of some of the most experienced professional money managers around the world. He and his wealth management team strive to remain a step ahead of clients, staying quick and efficient and prepared with ideas and solutions.
Brett is a graduate of Arizona State University, earning a Bachelor’s degree in history and gaining an in-depth understanding of the role finance and economics play in shaping the world in which we live. Brett is a native of Arizona, but relocated with his family in 2019 as part of the opening of Bank of America’s Private Bank Office in Salt Lake City, UTAH. Brett and his wife reside in Farmington, Utah, along with their five children (two girls and triplet boys). He and his family love exploring all that Utah has to offer: hiking, biking, boating and skiing.
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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.