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.
Dale C. Edmunds
Managing Director, Private Client Advisor
Professional Profile
Dale Edmunds is a Managing Director and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. Drawing upon more than 35 years of experience in commercial banking and wealth management, Dale serves current and former business owners, private equity and other corporate executives, and multi-generational families nationwide.
Given the complexity of clients’ needs, Dale and his team construct coordinated investment, tax minimization and estate planning strategies. He and his team also provide credit facilities (mortgages, lines of credit, and aircraft, marine and art financing), serve as trustees and advise on philanthropic initiatives.
Before joining Bank of America in 2002, he was a commercial banker serving technology, life sciences, large corporate, middle market and real estate companies. With this background, Dale focuses on a client’s business and personal objectives – income an owner may wish to extract from the business, or goals for expansion, succession or intergenerational wealth planning.
Dale enjoys educating clients’ children on being good stewards of family wealth. He also helps divorced and widowed individuals bring meaning to their wealth, especially during difficult personal transitions.
Dale holds an B.A. from Dartmouth College and an M.S. from the Sloan School of Management at MIT. He also graduated from the American Bankers Association Graduate Trust School. Dale is a former Overseer of the Museum of Science and an advisor and former board member of Thompson Island Outward Bound Education Center. In addition, Dale is a former board member and currently active in the Boston Estate Planning Council.
Dale resides in Wellesley. His passions include skiing, hiking, sailing and cycling, preferably with his wife and three adult children.
*NMLS ID: 522746
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
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.
