Craig W Bethel

Managing Director, Wealth Strategies Advisor

Professional Profile

Craig  W. Bethel is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank.  In this role,  Craig coordinates the development, delivery and implementation of innovative tax-oriented strategies, advice and guidance for high net worth individuals, corporate executives and families in the areas of estate, financial planning,  wealth transfer planning, retirement planning, charitable giving and investment planning. Craig coordinates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress and review investment recommendations to be considered in an ever-changing planning environment. 

Prior to joining the Private Bank, he was a tax manager specializing in financial planning with Pricewaterhouse Coopers, LLP and owner/chief financial officer of a diversified financial services organization.  

Craig earned his B.S. degree in accounting, magna cum laude, from Florida State University. He is a Certified Public Accountant (CPA).  He also holds the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification and the Chartered Life Underwriter (CLU®) and  Chartered Financial Consultant® (ChFC®) designations.

Craig does not provide tax advice in his role at Bank of America Private Bank.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Chartered Financial Consultant® and the ChFC® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.
CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.

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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.