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.
Elizabeth “Lizzie” Mitchell is a Vice President and Private Client Manager at Bank of America Private Bank in Charlotte, North Carolina. She provides oversight, coordination and guidance to help ultra-high-net-worth individuals, families, and institutions pursue their financial goals and streamline multiple aspects of their wealth. Lizzie is deeply committed to building long-term relationships that demonstrate a genuine interest in helping clients advance their distinctive wealth management priorities. She looks ahead to identify potential points of friction within a client’s financial framework, devising thoughtful ways to smooth momentum.
Lizzie interacts closely with clients who have taken diverse paths to wealth, from business owners and entrepreneurs to senior executives and multi-generational families. She orchestrates a team of specialists to deliver customized offerings that may include pre- and post-liquidity event strategies, tailored portfolio design, trust and estate planning services, and credit and lending solutions. The team also provides guidance to help nonprofit organizations, endowments, and foundations pursue their mission fulfilment and organizational stability.
Lizzie joined the Private Bank in 2018. Most recently, she was a Private Client Manager in the Washington, D.C. market. Lizzie earned her Bachelor’s degree at The University of Mississippi with a double major in banking and finance.
Active in the community, Lizzie participates in a mentorship program at Charlotte Country Day High School and in two Bank of America organizations: Women’s Empowerment Network and DC L.E.A.D. for Women. She enjoys volunteering and travel, and stays fit with running, yoga, and skiing.
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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.