David Bennett

Senior Vice President, Private Client Advisor

Professional Profile

David K. Bennett is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. He has over 25 years of global banking and markets experience working with sovereign wealth funds, asset managers, hedge funds, insurance companies, pensions and endowments. David works with ultra-high net worth individuals including CEO’s, hedge fund and private equity founders and partners, entrepreneurs, family offices and endowments.

David provides customized banking and lending services, integrated investment management, intergenerational wealth transfer guidance, trust and estate planning, succession planning recommendations and philanthropy. He focuses on providing a timely, efficient and effective banking experience, listening to his client’s goals and concerns and providing opportunities and strategies you did not think possible. He grounds his approach in care and diligence that testify to his commitment to each client’s long term well-being. 

Prior to joining Bank of America Private Bank, David was a Director with Bank of America Global Banking and Markets in New York for over eight years. Prior to Bank of America, David was an Executive Director at Morgan Stanley for 12 years in the Global Equities Division. 

David is an ordained pastor and lives in Greenwich, CT. with his wife Melissa of 22 years and his three children, Grayson, Caroline and William. David received his B.S.B.A. in Economics from University of North Carolina at Charlotte. He is the former president of The Greenwich Center for Hope and Renewal and currently the Treasurer of Monarch Ministries International, a prophetic, healing and miracles ministry.

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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.