Dyan M Goodwin

Managing Director, Private Client Advisor

Professional Profile

Dyan Goodwin is a Managing Director and Private Client Advisor with Bank of America Private Bank in Boston. Dyan provides tailored strategy, advice, and implementation to high net worth individuals and their families, addressing their unique needs and supporting their development as capable and informed stewards of their wealth.

Dyan is responsible for creating and overseeing personalized wealth management services including banking, cash management, customized lending, and trust and estate planning services. She assists clients with establishing goals and objectives, developing an appropriate overall wealth strategy, formulating and implementing potential solutions, and conducting periodic reviews to monitor progress. In addition, Dyan and her team support clients in navigating changing market environments, staying apprised of evolving opportunities and economic themes. She also leads tailored initiatives in portfolio design, strategic wealth transfer, pre- and post-retirement planning, philanthropy, and multi-generational family engagement and education. Mindful of the unique dynamics and intentions of each relationship, Dyan seeks to optimize the client experience through her diligence, leadership, and care.

Dyan joined the firm in 2002 and has over 25 years of experience advising an accomplished clientele. She began her career at MFS Investment Management and went on to roles at Nuveen and Fidelity Investments, before joining the Private Client group at Fleet, which merged with Bank of America in 2004. She earned her Bachelor’s degree in English from New England College.

Dyan is a former board member of Horizons for Homeless Children, a nonprofit organization focused on early childhood education. She is currently a member of The Boston Club and Boston Women in Finance.
 

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

William A Horn

Private Client Manager

617.434.8421

Julie M Cameron

Senior Trust Officer

617.434.7297

Mark C Wieland

Portfolio Manager

617.434.9869

Robert Rene Drouin

Wealth Strategies Advisor

617.434.1736

Jesse P Reando

Senior Trust Officer

617.434.3561

Ashten L Petry

Portfolio Manager

617.434.0708

Kathleen A. Monks

Portfolio Manager

617.341.0484

Judy Leung

Wealth Strategies Advisor

617.434.6575

James F Clark

Senior Trust Officer

617.434.8543

Key Contacts

Benjamin Wheaton

617.434.7284

Matt Fechtelkotter

617.434.1887

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.