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.
Edward Blake, CTFA, is a Senior Trust Officer and Managing Director, for Bank of America Private Bank in Chevy Chase, Maryland. In his role, he serves the trust and estate planning needs of high-net-worth individuals and families. As a local resource with deep knowledge of trust design and administration, Edward works closely with clients to help preserve and transfer wealth effectively. He develops long-term relationships with clients, providing them with the knowledge to determine whether they need to enact and/or revise their estate plans in light of changing priorities and objectives.
Edward earned his B.S. in accounting from Rochester Institute of Technology, and joined Bank of America Private Bank (formerly U.S. Trust) in 2003. His background includes 34 years of experience in fiduciary taxes, trust administration and estate planning.
Amongst his philanthropic interests, he works with various youth mentoring programs in his community.
Ed Blake holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Ed does not provide tax advice in his role with Bank of America Private Bank.
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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.