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 Zook is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Greensboro, North Carolina. Elizabeth enjoys having meaningful discussions with multiple generations of affluent families about various issues that can impact their financial lives. She welcomes the opportunity to help unwind the complexities of their financial lives and seeks ways to connect them to the vast resources at Bank of America.
As their primary point of contact, Elizabeth’s objectives are to provide guidance with strategic banking and lending needs and day-to-day liquidity management solutions. Recognizing that every family is unique in its interests, priorities and approach, she has the knowledge and understanding to deliver tailored strategies to support a family enterprise for future generations.
To help the owners of privately owned companies address their business and personal needs, Elizabeth takes an integrated view of their resources—addressing both sides of their balance sheets. From cash flow planning to diversification of their assets, she can also provide professional oversight as they prepare for the transfer or sale of their company.
Elizabeth joined Bank of America Private Bank in 2020. She received a bachelor’s degree from the University of North Carolina at Chapel Hill, a Master of Laws degree in tax from New York University and a Juris Doctor degree from Wake Forest University.
Elizabeth and her husband, Peter, have three children, Addie, Jack and Amelia. An amateur photographer, Elizabeth enjoys hiking and taking wildlife photos. She is also an avid reader and a passionate Tar Heels fan.
*Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.