Daniel Kirk

Senior Vice President, Private Client Advisor

Professional Profile

Daniel Kirk is a Senior Vice President and Private Client Manager with Bank of America Private Bank based in Winter Park, Florida. He manages relationships with a wide range of ultra-high-net-worth clients, including multigenerational families, business owners, serial entrepreneurs, and philanthropic organizations.

Dan focuses on assisting clients with strategic banking and credit solutions, while also helping them manage their day-to-day liquidity needs. In addition, he coordinates with a team of Private Bank specialists who can design and deliver customized strategies for business succession planning, investment management and philanthropy, as well as trust and estate planning services.

Dan has more than 20 years of financial experience, with an emphasis on investment portfolio-secured lending solutions and specialized financing for residential and commercial real estate, aircraft and yachts. Prior to joining the Private Bank (formerly U.S. Trust) in 2018, he worked in private wealth management at Wells Fargo Bank. He earned a bachelor’s degree at LaSalle University in Pennsylvania and is pursuing graduate studies through the College for Financial Planning.

In the community, Dan is actively involved with the Second Harvest Food Bank and several organizations that focus on the needs of at-risk children. These include the Autism Society of Greater Orlando, the Foundation for Foster Children, and the leadership group of HOPE Worldwide. He lives in Lake Nona with his wife, Jaime, who is a health and wellness practitioner, and their two daughters.

EDUCATION

  • La Salle University
  • Yale University School of Management

LANGUAGES

  • English

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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.

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.