Eduardo Estrada

Senior Vice President, Private Client Advisor

Professional Profile

Lalo Estrada is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Austin, Texas. Lalo works with clients to help identify their priorities and needs, coordinating both local resources and national capabilities to help pursue clients’ goals. He leads a team of locally based specialists who provide integrated advice and guidance in multiple disciplines: investment management, wealth transfer, trust and estate planning services, banking, and customized lending.

Lalo has worked in the financial services industry since 2005. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2019, he served as a Private Banker at Wells Fargo. This tenure provided him with experience and insight into the wealth management needs of high-net-worth individuals and families. He earned his Bachelor’s degree in Finance from the College of Business Administration at The University of Texas at El Paso. Fluent in Spanish, Lalo holds Series 7 and 66 FINRA registrations.

Lalo currently serves as a member of Leadership Austin and is also the co-chair of Bank of America’s Hispanic Organization for Leadership and Advancement (HOLA).

When Lalo is not at work, he loves traveling to new places with his wife and two sons. He is also an avid cyclist.

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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.