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.
Daniel (D. Scott) S Simmons
Senior Vice President, Portfolio Manager
Scott Simmons is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for providing integrated investment advice and portfolio management services for high-net worth individuals, institutions, foundations, and endowments. This includes creating and maintaining customized investment strategies based upon the client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Scott assists clients with asset allocation decisions, structures and monitors investment portfolios, communicates results, and recommends ways to enhance investment returns.
Scott earned his B.S. in Business Administration, with an emphasis in finance, from the University of Missouri. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of Kansas City.
Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.
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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.