Dennis Springer

Senior Vice President, Wealth Strategies Advisor

Professional Profile



Dennis Springer is a Senior Vice President and Wealth Strategies Advisor at Bank of America's Private Bank. In this role, he is responsible for developing and implementing comprehensive strategies to assist clients with complex financial needs such as preservation, transfer, and management of wealth by accessing our broad range of wealth management investment, fiduciary, and banking services. He provides wealth management services in the areas of financial planning, estate planning, insurance, risk management, and philanthropy to help clients reach their initial goals and objectives. This includes coordinating with the client’s team of advisors and by conducting periodic reviews to help clients monitor progress. Prior to joining Bank of America's Private Bank, Dennis worked at Wells Fargo’s Private Bank as a Senior Wealth Planning Strategist working with high net worth clients to help develop customized wealth plans and implement solutions based on a thorough understanding of their personal values, wealth transfer goals, and vision for their legacy. Prior to joining Wells Fargo, Dennis was a Tax Consultant at JP Morgan Chase in Newark, Delaware where he specialized in providing tax services to high net worth individuals. Prior to JP Morgan Chase, Dennis worked at PricewaterhouseCoopers LLP and Arthur Andersen LLP as a Tax and Wealth Planner. He has been in the financial and tax planning industry since 1999.

Dennis earned his Bachelor of Science in Accounting from LaSalle University, his Masters in Taxation and Estate Planning Cerificate from Villanova University School of Law/Business, and his Masters of Financial Services from St. Joseph’s University. He holds the CERTIFIED FINANCIAL PLANNER™(CFP®) certification.

Dennis does not provide (tax/legal) advice in his role at Bank of America's Private Bank.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Let's Have A Conversation

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.