Frances Beiro

Senior Vice President, Private Client Advisor

Professional Profile

Frances Beiro is a Senior Vice President and Private Client Advisor for Bank of America Private Bank in the Melville, New York office. Frances joined Bank of America Private Bank (formerly U.S. Trust) in 2002 and has received certifications from the American Bankers Association Private Wealth Management School, as well as the New York State Bankers Association programs for Trust Administration, Estate Administration and Trust and Estate Tax Administration.

Frances is responsible for delivering the full range of Bank of America Private Bank’s capabilities to existing and prospective clients and their families. Frances maintains and develops client relationships by providing each with high quality and superior relationship management.

Frances received a B.A. from SUNY New Paltz and an MBA from Hofstra University. 

EDUCATION

  • Hofstra University
  • SUNY New Paltz

LANGUAGES

  • Spanish

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Aymer M. Callejas

Private Client Advisor

631.547.7647

Stephen Shimony

Wealth Strategies Advisor

631.547.7817

Key Contacts

Jessenia A Mejia

Private Bank Senior Associate

631.547.7769

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.