Gary V. Post

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Gary Post is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank. In this role, he is responsible for developing and implementing comprehensive planning strategies for clients with complex financial needs by accessing our broad range of investment, fiduciary and banking services. He incorporates wealth management planning strategies in areas including estate planning, tax, financial planning, insurance, risk management, and philanthropy to help clients reach their goals and objectives. This includes coordinating with the client’s team of advisors and by conducting periodic reviews to help clients monitor progress.

Prior to joining Bank of America Gary was a Partner with The Blum Firm where he focused on estate planning, probate and trust matters for families and family-owned businesses. 

Gary is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, is a Fellow in the The American College of Trust and Estate Counsel, and has held the honor of Texas Super Lawyer by Texas Monthly since 2006. 

He graduated from Southern Methodist University School of Law, J.D. in 1983, and Texas A&M University, B.B.A., Magna Cum Laude, 1980.  He has authored/co-authored many articles on estate planning and has served as a speaker for conferences on a broad range of estate planning topics. 

Gary does not give legal advice in his role at Bank of America Private Bank.

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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.