Daphne D Willis

Senior Vice President, Private Client Manager

Professional Profile

Daphne Willis is a Senior Vice President and Private Client Manager with Bank of America Private Bank.  She is the primary point of contact for existing clients.  Daphne’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform which has extensive resources to support each client’s overall wealth strategy.  While developing new client relationships and helping to ensure a professional and personal client experience, Daphne is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Daphne has over 24 years of experience at Bank of America providing custom credit solutions in the Global Corporate & Investment Bank, Commercial Bank, Healthcare, Education & Not For Profit Banking and Private Bank.

Daphne obtained a Bachelors of Science degree in Applied Mathematics from University of California, Los Angeles.  She also obtained her MBA in Finance at UCLA’s Anderson Graduate School of Management.

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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.