Edward (Ted) A Booth

Senior Vice President, Private Client Advisor

Professional Profile

Edward A. (Ted) Booth, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Richmond, Virginia. Ted leads a team of specialists in portfolio management, trust and estate planning, wealth structuring, tax optimization, and custom lending. With his extensive financial acumen and over 15 years advising clients, he is dedicated to delivering bespoke wealth management solutions to high net worth individuals, families, and institutions.

Ted brings a deep understanding of investment analysis and portfolio construction to his role having spent over 10 years as a portfolio manager. He leverages his extensive experience to oversee the development of tailored investment strategies that align with each client's unique goals, risk tolerance, and time horizon.

Ted's proficiencies extend beyond investment management. He collaborates with his team to provide potential solutions in trust and estate planning, wealth structuring, tax optimization, and custom lending. By integrating these disciplines, he helps to ensure his clients receive holistic advice that optimizes their wealth and preserves their legacies.

With a client-centric approach, Ted is known for building long-lasting relationships based on trust, integrity, and personalized service. He takes the time to understand his clients' objectives and provides guidance that is tailored to their individual needs. His commitment to excellence has earned him the trust of his clients.

Through his leadership and experience, Ted helps his clients navigate complex financial landscapes, optimize their wealth, and pursue their financial goals with confidence.

A Richmond native, Ted holds a Bachelor of Science in finance from Virginia Tech.  He is a CFA® charterholder and a member of the CFA Institute. Ted is also a CMT® charterholder and a member of the CMT Association. He currently serves on the board of trustees of The Nature Conservancy in Virginia and well as the CFA Society of Virginia.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.

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

Mark Kemp

Private Client Manager


Basil M Jones

Private Client Manager


Karen Buchanan

Market Trust Executive


Elizabeth R King

Senior Trust Officer


Abel B Lewis

Senior Trust Officer


Wesley A Townshend

Senior Trust Officer


Trey Cherry

Portfolio Manager


Mark W Shoemaker

Portfolio Manager


James A Wiltshire

Portfolio Manager


Key Contacts

Heidi Valentino

Private Bank Senior Associate


Candace Elaine Babb

Private Bank Senior Associate


Michael McGrath

Private Bank Associate


Cecelia D. Grimes

Private Bank Senior Associate


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


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.