Diana George

Senior Vice President, Private Client Advisor

Professional Profile

Diana George is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Salt Lake City, Utah. She addresses the sophisticated financial needs of successful entrepreneurs and business owners, active and retired corporate executives, recently divorced women and men, and generations of families.

Underscoring Diana’s devotion to clients is the mission she shares with her husband, a third-generation firefighter in their hometown of Centerville, Utah. Admiring clients for creating jobs in their communities, Diana feels enormous gratitude and relishes the opportunity to help brighten their financial picture.  

Diana is inspired to help her clients protect their largest investment, which is typically the business they founded. She believes it’s equally important for them to maintain strong balance sheets, financially and personally. Hoping to impart wisdom, as well as knowledge, Diana’s goal is to help clients strengthen relationships with employees and family members, and stay mindful of their philanthropic wishes – even while focusing intently on building their enterprise. 

Leading a team of experienced specialists, Diana coordinates the formulation of customized investment management, asset preservation, wealth management planning, liability management, tax-minimization strategies and estate planning services.

Diana joined the Private Bank (formerly U.S. Trust) in 2019. Prior to that, she spent 24 years in the commercial and consumer banking divisions at RIA Crewe Advisors (a multi-family office) and Wells Fargo Private Bank. A Utah native, Diana is passionate about lifetime learning. She holds a Bachelor’s degree in accounting from University of Phoenix, an M.B.A. from Colorado State University, and a Master of Taxation from Weber State University. In addition to family time with her husband and three children, Diana enjoys running with her large, outdoor companion – a Rhodesian Ridgeback.

EDUCATION

  • Colorado State University
  • Weber State University

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 A Clark

Wealth Strategies Advisor

206.358.3355

Key Contacts

Brett A Paxman

Private Banking Associate I

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 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.