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.
Deirdre E Hoebich
Managing Director, Wealth Strategies Advisor
Deirdre Hoebich is a Managing Director and Wealth Strategies Advisor with Bank of America Private Bank in New York, New York. Deirdre works closely with high-net-worth individuals and families to address their financial, charitable, trust and estate, and tax-planning needs.
With more than two decades of experience, Deirdre offers in-depth insight and experience. She works in conjunction with other members of a client’s advisory team to develop customized strategies relating to cash flow, income, gifting, and tax-planning, as well as wealth transfer and multi-generational planning. She also assists clients in weighing significant decisions in managing their wealth, such as liquidity events, concentrated stock positions, stock options, restricted stock, and deferred compensation. Mindful of the distinct priorities of different generations, Deirdre supports families in delineating their long-term legacies and developing cohesive philanthropic strategies.
Deirdre joined Bank of America Private Bank (formerly U.S. Trust) in 1997. Previously, she served as Deputy Chief of Staff and Counsel for Lieutenant Governor Betsy McCaughey Ross of New York State. She earned her B.A. in psychology from New York University and her J.D. from St. John’s University School of Law.
In her role at Bank of America Private Bank, Deirdre does not provide tax or legal advice.
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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.