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.
Erica Webber is a Managing Director and Senior Trust officer at Bank of America Private Bank in Chevy Chase, Maryland. In this role, she assists high-net-worth individuals and their families on the fiduciary aspects of private wealth management. Ms. Webber advises clients on estate and gift planning, wealth transfer techniques, asset titling issues, trust administration, and eldercare needs. In her role, she often collaborates with clients’ CPAs, attorneys, and other advisors in order to implement their financial plans.
Ms. Webber has worked in the legal and financial services field for more than 20 years. Prior to joining Bank of America in 2005, she worked for a registered Investment Advisor and before that she was in private practice as an attorney. She holds a degree in business administration from Tulane University and a law degree from the University of Maryland. She is a member of the Maryland Bar. Erica earned the Accredited Domestic Partnership AdvisorSM designation. She is also a member of the D.C. Estate Planning Counsel.
Erica currently resides with her husband in Potomac, Maryland. She is on the Board of the Montgomery College Foundation and is active in other philanthropic organizations.
Note: Erica does not provide legal advice in her role at Bank of America Private Bank.
The College for Financial Planning Institutes Corp. owns the service marks Accredited Domestic Partnership AdvisorSM, ADPA®, and the ADPA® logo, and the certification marks Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo.
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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.