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.
Daniel Paris is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts.
Daniel serves a diverse circle of high- and ultra-high-net-worth individuals and families, helping them define and prioritize their financial goals. Putting a premium on spending time with clients to appreciate their situations and ambitions – both personal and professional – Daniel serves senior-level executives and entrepreneurs, owners of private businesses, private equity principals, and families that span generations and the nation’s geography.
Daniel leads a team of specialists that works in concert to design and implement customized investment strategies that include traditional, alternative, and specialty asset management, trust and estate planning services, liquidity-event strategies, sophisticated lending such as aircraft, marine, fine art and real estate finance, as well as wealth transfer strategies, planned giving and philanthropy. As the key point of contact, Daniel takes responsibility for focusing his team on delivering a highly rewarding client experience.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Daniel spent nine years as a private wealth advisor at Citizens Private Wealth Management. There, he gained extensive knowledge and insight into the distinct and complex wealth management needs of wealthy individuals and families – many of whom he still serves today.
Daniel Paris is a graduate of University of Vermont with a Bachelor of Science degree in political science. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Daniel coaches youth sports and is active in the local running community. He also belongs to the Boston Estate Planning Council. Daniel resides in Medfield, Massachusetts with his wife and two children.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
- Boston Estate Planning Council
- Norfolk and Plymouth Business and Estate Planning Council (Board Member)
- Soles of Medfield Running Club (Board Member)
- Univeristy of Vermont
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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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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.