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.
David Owens is a Senior Vice President and Private Client Manager at Bank of America Private Bank in West Conshohocken, Pennsylvania. In working with high-net-worth clients and their families, David serves as a primary point of contact in assisting clients with their strategic banking, liquidity and credit needs. He is focused on being thorough and responsive to all requests he receives and has developed a strong rapport with many of his clients during his 14 years at the firm. David believes that a transaction isn’t complete until the client is completely satisfied, and remains vigilant and proactive, post-transaction, to help ensure all needs are addressed.
David strives to build strong working relationships with clients, getting to know what’s important to them in the short term, as well as their priorities for their future. He is committed to helping clients pursue their most challenging goals and actively works with the bank’s team of wealth strategists, portfolio managers and trust specialists in areas such as estate planning services, tax-minimization strategies, customized trusts and concentrated stock. He works with multi-generational families and is committed to playing an active role in their evolving financial lives. The help he can offer them is broad-based and may include tailored analysis and strategies to help fund their lifestyle, finance their education or a first home, as well as pursuing any entrepreneurial endeavors they may have.
David is a graduate of the University of Michigan with a bachelor’s degree in communications and is an active member of the University of Michigan Alumni Club of Philadelphia. He received a Master of Business Administration from the University of Chicago Booth School of Business, where he was recruited to join the Private Bank in 2008. David is an active reader and enjoys travelling internationally with his family. He lives in Wayne, Pennsylvania with his wife and two children.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.