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.
Cynthia McGee is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Washington, D.C. She brings more than two decades of financial services and client management experience to her role as the primary point of contact for client relationships. Cynthia offers a coordinated approach to connect high-net-worth clients with the broad array of integrated wealth management resources available from the Private Bank. She collaborates with the bank’s wealth management specialists to deliver customized strategies for investment management, succession planning, and philanthropy, as well as trust and estate planning services. In addition, she can assist clients with their day-to-day banking and strategic credit needs.
Cynthia draws on her extensive commercial banking and lending experience to help clients design and implement custom credit solutions for real estate investments, fine art lending, hedge funds, and marketable securities. She started her financial career at Citibank in the Asia Pacific region. Prior to joining the Private Bank in 2022, she had commercial banking and private bank roles at Wells Fargo Bank in Washington, D.C.
Cynthia is a CERTIFIED FINANCIAL PLANNER™ professional. She attended the University of the Philippines where she was awarded her bachelor's degree in business economics. She then attended the Louisiana State University Graduate School of Banking and obtained a professional certificate in financial planning from Georgetown University.
A long-time resident of Montgomery County, Maryland, Cynthia volunteers in various mentorship and humanitarian assistance programs with the local Asian American community.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.