Diana George

Senior Vice President, Private Client Advisor

Professional Profile

Diana George is a Private Client Advisor at Bank of America Private Bank who joined in 2019 and has worked in financial services since 1995. Prior to Bank of America Private Bank, she worked in management and relationship banking positions that included commercial and consumer banking divisions. 

Diana is an active member in her community and has served on several organizations as a board member. Her current service includes Weber State University as an advisory council member to the Goddard School of Business and the Planned Giving committee. Diana also serves on the Community Foundation of Utah as a board member and Vice Chair. 

Diana coordinates a team of experienced professionals who customize financial strategies to help meet the unique needs of clients, which include lifestyle, family and business strategy, philanthropic and education goals.  An experience team backed with more than 200 years of experience apply a deep wealth management experience and financial acumen to deliver across a comprehensive range of capabilities, including:  Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office. 

Diana is a native from Utah and received her bachelors in accounting, a Master in Business Administration, and a Master of Taxation.

Our Team

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

Andrew Clark

Portfolio Manager

503.795.6421

Marcia L Jory

Senior Trust Officer

503.795.6407

Timothy (Tim) A Clark

Wealth Strategies Advisor

206.358.3355

Key Contacts

Brett A Paxman

801.239.0573

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 (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.