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.
Casey Hoffman, CTFA, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Kansas City, Missouri. Casey provides tailored advice and guidance to business owners, entrepreneurs, and multi-generational families, helping them deploy their wealth with purpose and care.
A born problem-solver, Casey begins each relationship by discussing each client’s concerns, goals, and long-term aspirations. He then delineates a clear path forward, striving to simplify complexity and enhance clarity. He applies his own insight and experience, as well as the knowledge and acumen of locally based specialists. Together, they design integrated initiatives in investment management, specialty asset management, trust and estate planning, business succession strategies, wealth structuring, banking, and philanthropy.
A Kansas native, Casey grew up on his family’s farm before pursuing his career in financial services. He prides himself on his reliability and accessibility, connecting to clients about the issues that matter most to them, their families, and their businesses. He is particularly adept in diversification strategies, wealth structuring, long-term planning, and tax-sensitive investing.
Casey joined Bank of America Private Bank (formerly U.S. Trust) in 2017, serving as a Trust Officer prior to becoming a Private Client Advisor. Previously, he was a Trust Officer with Bennington State Bank in Central Kansas, a role he held for more than six years. His experience also includes several years as an independent Financial Advisor. He began his financial services career in 1994.
Casey earned his Bachelor of Science degree in business administration from Kansas State University.
Casey Hoffman holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
In his role at Bank of America Private Bank, Casey does not provide tax advice.
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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.