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.
Brian Lewis is a Senior Vice President and Private Client Manager with Bank of America Private Bank, headquartered in Cleveland, Ohio. Brian develops relationships with an accomplished clientele, helping them discern opportunities to preserve, grow, and transfer their wealth more effectively. He works in concert with a close-knit team of Advisors and Associates, dedicated to delivering a client experience that is distinctive in its impact and immediacy. Clients from diverse paths look to Brian and his team, including family offices, business owners, senior executives, and philanthropic organizations.
Brian has worked in financial services since 2007, providing him with the knowledge and perspective to help clients evaluate their options and make informed decisions. He serves as a go-to resource, orchestrating progress toward client objectives and overseeing collaboration across the members of his team and other dedicated specialists. Brian offers particular depth in complex credit initiatives. He maintains communication with clients throughout the lending process, aligning expectations so that clients enjoy greater clarity and transparency.
Prior to joining Bank of America Private Bank in 2022, Brian served as a Vice President and Retail Sales Manager for Merrill Lynch in Cleveland. In this capacity, he led the Wealth Management Lending Division for the Northeast Ohio Market. Earlier in his career, Brian spent ten years with Quicken Loans in Cleveland, where he was a Director of Mortgage Banking. He earned his B.B.A. in Finance and Accounting from Cleveland State University.
Brian serves on the Leadership Committee for Bank of America’s Community Involvement and Black Professional Group (BPG) in Ohio.
In his free time, Brian is an avid golfer, hiker, and traveler.
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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.