Deirdre E Hoebich

Managing Director, Wealth Strategies Advisor

Professional Profile

Deirdre Hoebich is a Managing Director and Wealth Strategies Advisor at Bank
of America Private Bank in New York City. In this role, Deirdre consults with high net worth individuals
and families to address financial, charitable, trust and estate and tax planning. Deirdre works in
conjunction with other Private Bank professionals to address the needs of each individual client
and develops customized planning strategies on cash flow, income, gift and estate tax planning
as well as wealth transfer and multi-generational planning. She also assists clients in preparing for liquidity
events, concentrated stock positions, stock options, restricted stock and deferred compensation. Deirdre helps
families as they establish their family legacy with philanthropic planning.

Deirdre joined Bank of America Private Bank (formerly U.S. Trust) in 1997, where she had served as a Fiduciary and

Planning Associate responsible for client service of third party business and

administration and fiduciary responsibility of high net worth client relationships.

Prior to Deirdre’s tenure at the Private Bank, she served as Deputy Chief of Staff and

Counsel for Lieutenant Governor Betsy McCaughey Ross (New York State).

Deirdre received her B.A. in Psychology from New York University and earned a

Juris Doctorate from St. John’s University School of Law.

Deirdre does not provide legal advice in her role at Bank of America Private Bank.

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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.