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.
Cheryl Belzer is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Las Vegas, Nevada. She is the primary daily point of contact for ultra-high-net-worth clients and their families, assisting them with wealth planning, strategic banking, liquidity and credit needs and investment management. Cheryl thrives on developing customized approaches to client needs and is disciplined in her follow through, regardless of how simple or complex the request.
Cheryl is the one person clients and family members can call whenever they have a need. She strives to make conversations friendly and interactions comfortable. Investment and other types of reviews are scheduled according to client preferences and are an important part of helping clients leverage all of the sophisticated guidance the Private Bank has to offer. Drawing on leading specialists and analysts in areas such as estate planning, tax-minimization strategies, business succession strategies, customized trusts and philanthropic giving, Cheryl can help clients address virtually every financial need.
Creative and flexible, Cheryl is eager to assist with the evolving financial needs of younger members of multi-generational families. One of her goals is to work thoughtfully and intelligently to build lifetime relationships with each family, the people they love and the causes they care about most.
Cheryl joined the Private Bank in 2018 from Wells Fargo Private Bank where she worked for 20 years.
She supports animal welfare, volunteering her time with Sin City Great Dane Rescue and Street Dogz. She is also committed to child development and helping families in her community as a volunteer with Spread the Word Nevada, Opportunity Village and the Girl Scouts of Southern Nevada. Cheryl and her husband reside in Las Vegas with their two dogs, Lucy and Four. Committed to fitness and a healthy lifestyle, Cheryl enjoys travelling and outdoor activities.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.