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Brooke A. Tarvin

Senior Vice President, Private Client Advisor

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Professional Profile

Brooke A. Tarvin is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Kansas City, Missouri.  Brooke works closely with high-net-worth individuals and families to help optimize and manage their wealth.  By identifying a client’s primary goals and needs, Brooke and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives.  She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy. 

Brooke has worked in the financial services industry for six years.  Prior to joining Bank of America Private Bank in 2018, she worked as a private practice Attorney in Lake of the Ozarks helping give her experience and insight into the estate planning and wealth management needs of high-net worth individuals and families.  In addition, she was previously a Senior Trust Officer with Bank of America Private Bank.

Brooke obtained a Bachelors of Business Administration with an emphasis in Finance and Banking from the University of Missouri – Columbia and a Juris Doctorate from the University of Tulsa College of Law.  She is admitted to practice law in Missouri.  Brooke is also a CERTIFIED FINANCIAL PLANNER™ Professional.

She currently serves on the board of the American Red Cross of Greater Kansas City and Northwest Missouri and volunteers with various local organizations.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

EDUCATION

  • University of Missouri
  • University of Tulsa College of Law

LANGUAGES

  • English

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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

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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.

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.