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.
Emily McCrea is a Vice President and Private Client Manager with Bank of America Private Bank in North Florida. Emily works closely with high-net-worth clients to assess their needs and interests, and then coordinate the resources to advance their objectives, enterprise wide. She orchestrates effective communication across a client’s Private Bank team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Emily offers an intuitive understanding for people and their priorities, treating clients with courtesy and professionalism.
As a key point of client contact, Emily serves as a central resource for clients and their families. She is skilled in helping clients navigate the opportunities and offerings at their disposal, smoothing their path toward meaningful objectives in growing, preserving, and transferring their wealth. An experienced liaison, Emily is also adept in following through on client requests, directing cohesive action across a team of specialists. She enjoys working with multiple generations of client families, nurturing their development as capable and informed stewards. Emily is well versed in custom credit solutions, investments, trust and estate planning services and banking.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2010, Emily was with Wachovia Bank and was previously a store manager in retail consumer goods.
Emily earned her Bachelor of Science in interdisciplinary studies from the University of Central Florida.
In her spare time she likes traveling and spending time with family and friends. She currently resides in North Florida with her husband and children.
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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.