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.
Vice President, Private Client Advisor
Eram Lokhandwala is a Vice President and Private Client Advisor with Bank of America Private Bank in San Diego, California. She works closely with high-net-worth individuals and families to help optimize and manage their wealth. Eram takes the time to understand every client’s primary financial goals and needs, and takes a holistic approach to help them reach their short- and long-term objectives. She also leads a team of Bank of America Private Bank specialists who design and implement tailored financial plans based on a combination of tax minimization and risk management strategies, trust and estate planning, business transition strategies, complex credit and lending, and personal philanthropy planning.
Eram Lokhandwala has worked in the financial services industry for nearly 10 years. Prior to joining Bank of America Private Bank she was a highly recognized Lending Officer with Bank of America since 2015. The role gave her great experience in providing credit and creative financing solutions to her clients. As a result, she also has the understanding and ability to deliver the full capabilities of Bank of America as an enterprise to her Private Bank clients.
Eram ran a successful business prior to beginning her career in the financial industry. With her diverse background, she brings to her role now a depth of knowledge in understanding clients’ various financial concerns and opportunities, and works with her team in providing customized strategies.
When not helping clients, Eram loves to spend time with her two girls and husband. She is passionate about fitness, outdoor activities, personal development and community service. A big believer in the philosophy of giving, in her spare time she is out with her girls feeding the homeless, working with local organizations to support children, refugees and women shelters, making a difference in lives one act at a time.
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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.