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.
Senior Vice President, Senior Trust Officer
Daniel L. Beauchemin, CFP®, CTFA, is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Worcester, Massachusetts. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Dan is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Prior to joining Bank of America Private Bank in 2018 (formerly U.S. Trust), Dan worked in wealth management in various customer-facing sales and account executive roles, most recently as a Director, Regional Trust Specialist with Fidelity Personal Trust Co., FSB.
Dan graduated from Tulane University’s A.B. Freeman School of Business in New Orleans, LA, earning a Bachelor of Science in management, with a major in finance. He also earned an MBA at Bentley University’s McCallum Graduate School of Business in Waltham, Massachusetts, with a concentration in finance, graduating with High Distinction and earning induction into Beta Gamma Sigma, an international business honors society. Dan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Dan lives in Nashua, New Hampshire, where he enjoys playing ice hockey, skiing, indoor rock climbing, and spending time with his two daughters.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.