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.
Craig W Bethel
Managing Director, Wealth Strategies Advisor
Craig W. Bethel is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Winter Park, Florida. In this role since 1996, Craig has coordinated 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 also 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 senior 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™ certification, and the Chartered Life Underwriter® and Chartered Financial Consultant® designations.
Craig does not provide tax advice in his role at Bank of America Private Bank.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
The ChFC® is the property of The American College of Financial Services, which reserves 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.