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.
Cully Platt is a Managing Director and Market Executive with Bank of America Private Bank. He is responsible for Houston, Texas and Little Rock, Arkansas markets as well as Tulsa, Oklahoma and New Orleans, Louisiana markets. Cully helps his team leverage the extensive resources and strategies of the bank to cater to the distinctive demands and priorities of the region’s clients.
Previously, he served as a sales executive for Bank of America Private Bank (formerly U.S. Trust) in the Pacific Northwest. Cully began his career in financial services in 1999. Prior to joining Bank of America Private Bank, he was with Morgan Stanley Private Bank where he served as the Northwest Region Manager and then National Sales Group’s Chief Operating Officer. Prior to Morgan Stanley, Cully was with Merrill, where he worked as a Private and Commercial Banker.
Cully holds a Bachelor of Arts degree from the University of Chicago and attended the Booth School of Business’ Management Institute. He is a Certified Private Wealth Advisor® professional and holds the Accredited Estate Planner® designation. He is a graduate of Pacific Coast Banking School (PCBS). Outside of work, Cully enjoys skiing, volunteering, trail running, and reading nonfiction.
Cully serves on the following boards: Beatrice Mayes Institute which is part of Wonderland Educational Estate Association, Prison Entrepreneur Program, and University of Houston’s Wealth Management Program.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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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.