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.
Robert Dennis (Dennis) Moon
Managing Director, Private Client Advisor
R. Dennis Moon is a Managing Director and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. Dennis works closely with high net worth individuals, families, businesses and institutions, devising tailored wealth strategies that align with clients’ needs and long-term goals. He selects and leads a team at Bank of America Private Bank who specialize in wealth structuring, investment management, trust and estate planning services, lending, and specialty asset management. He helps business owners, entrepreneurs, and senior executives, along with families and foundations with their growth strategies, streamlining complex transactions, and positioning for major liquidity events. Dennis has tremendous experience in the specialty asset management area where he was the national executive for a number of years focused on timberland, farm and ranch land, commercial real estate, oil and gas interests, as well as private businesses.
Prior to joining Bank of America, Dennis was the managing director at Wachovia Bank heading up their Specialty Asset Management group. He is also a past president of the National Trust Real Estate Association (NTREA) and member of the National Council of Real Estate Investment Fiduciaries (NCREIF). Dennis has experience in the direct management, investment, oversight and responsibility for specialty assets. He has also been quoted in various publications including The Wall Street Journal, Bloomberg, CNN Money and Barron’s.
Dennis graduated from Presbyterian College with a degree in business administration and from the Executive Management Program at the Darden School of Business at the University of Virginia.
- Presbyterian College
- Wingate Junior College
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.