Deborah Avery

Vice President, Private Client Manager

Professional Profile

Debbie Avery is a Vice President and Private Client Manager with Bank of America Private Bank based in Boston, Massachusetts. Debbie works with a team of specialists to assist high net worth individuals and families with their wealth management needs. She enhances the client experience by engaging in discussions about client priorities, anticipating needs and helping to execute a holistic wealth management plan. Debbie and the client team provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services. Debbie focuses on offering clients access to banking, credit and lending opportunities from Bank of America, N.A.

Debbie has worked in the financial services industry for over 20 years. Prior to joining Bank of America Private Bank, she served as a Director of the Wealth Advisor Solutions (WAS) program at Fidelity Investments helping give her experience and insight into the wealth management needs of high net worth individuals and families. Previously, she was a management consultant at Ernst & Young, LLP focused in the financial services industry working with Fortune 100 companies.

Debbie obtained a Masters of Business Administration degree from Babson College, F.W. Olin Graduate School of Business. Debbie enjoys spending time with her family and staying active in golf, skiing, and tennis.

EDUCATION

  • Babson F.W. Olin Graduate School of Business

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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.

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.