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 Phillips is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Minneapolis, Minnesota. Casey works closely with clients to address a range of wealth management needs. He leads a team of locally based specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy.
Casey has particular depth catering to the needs of business owners, executives, and senior executives. Prior to his career in financial services, he led a construction company, providing him with first-hand knowledge of the challenges and opportunities that entrepreneurs encounter. He also is adept in designing customized credit structures for a variety of lending needs. Focused on the well-being of each client, Casey is gratified to help individuals and families pursue a more thoughtful and purposeful financial future, for themselves and for successive generations.
Casey has steadily taken on additional leadership responsibilities over the course of his career. Prior to joining Bank of America Private Bank, he served as a Small Business Banker with Bank of America’s Commercial Banking Group. This tenure provided him with first-hand insight into the wealth management needs of high-net-worth individuals, families and business owners. Previously, he served as a Small Business Banker with U.S. Bank, where he worked full-time while completing his undergraduate degree. He began his financial services career in 2008 and holds a B.A. from the University of Minnesota.
Casey is an active member of Bank of America’s Military Support & Assistance Group.
In his free time, Casey enjoys spending time with his wife Katie and playing golf. A car enthusiast, he is also passionate about all things automotive.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.