Dale C. Edmunds

Managing Director, Private Client Advisor

Professional Profile

Dale is a Managing Director and Private Client Advisor at Bank of America Private Bank. Having joined in 2002, he is focused on both developing new client relationships and overseeing existing client relationships in the areas of financial/estate/tax planning, investment management, trust services, philanthropic advisory and credit/deposit services.

Dale received his AB in Economics from Dartmouth College and his MS in Management from the Sloan School of Management (MIT). He is also a graduate of the American Bankers Association Graduate Trust School.  Dale is an Overseer of the Museum of Science and an advisor and former board member of Thompson Island Outward Bound Education Center. Dale is also active in the Boston Estate Planning Council (former board member), the Association for Corporate Growth and the Wellesley Club (board member).

Dale and his wife live in Wellesley and have three adult children.


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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Melissa G Spangler

Private Client Manager

617.346.1220
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Deborah Avery

Private Client Manager

617.434.5228

Key Contacts

Let's Have A Conversation

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.