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.
Doris J Cortes
Vice President, Private Client Manager
Doris Cortes is a Vice President and Private Client Manager at Bank of America Private Bank in Newport Beach, California. She is the key point of contact for a wide range of high-net worth and ultra-high-net-worth clients nationwide, including technology executives, CEOs, multigenerational families, and family offices, as well as entrepreneurs who have sold or plan to sell a business. Doris works closely with clients and their families to design and implement personalized wealth management offerings tailored to their individual wealth management goals. These include strategic banking and custom credit and lending solutions. She also coordinates with specialists from the Private Bank to deliver strategies for investment management, charitable giving, wealth transfer, philanthropy, and business succession planning, as well as trust and estate planning services.
Doris describes herself as hardworking, intellectually curious, and eager to step up to a challenge. Before she started her financial career, she was on track to become a physician. She brings a medical mindset to her current role, with a focus on helping clients diagnose their wealth management needs and create future-focused strategies to pursue their financial vision.
Prior to joining the Private Bank, Doris was a financial advisor at Merrill Lynch Wealth Management. She has extensive experience in retail banking, investment banking and wealth management. Doris graduated from Concordia University with a Bachelor of Science degree, majoring in biology and chemistry.
Doris is committed to making the world a better place through community service. In 2014 she founded Feed the Hungry, a non-profit that hosts events where hundreds of volunteers package up to 50,000 dry meals for distribution in developing countries. She served as an executive board member of Our Lady Queen of Angels church in Newport Beach. Doris cares deeply for her extended family in the U.S. and Colombia. A native of Newport Beach, she is passionate about health and nutrition. She stays fit by exploring the outdoors, swimming in the ocean, and walking 22 flights of stairs every day.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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.