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.
Dan Cummins is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives and working towards developing an appropriate overall strategy.
Through his periodic reviews with clients, Dan works with clients to monitor the appropriateness of the strategies he has implemented and evaluates their progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies – from risk-based planning to banking and lending needs.
Prior to joining Bank of America Private Bank, Dan was a retirement consultant with TIAA CREF. Previously, he was an advisor with Wells Fargo and JP Morgan companies. Dan earned his Bachelor of Arts in Political Science and Religious Studies from Vanderbilt University, and his master’s in philosophy from the University of Dallas. He also holds the CERTFIED FINANCIAL PLANNER™ certification and the Chartered Alternative Investment Analyst (CAIA®) designation.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association..
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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.