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.
Gary V. Post
Senior Vice President, Wealth Strategies Advisor
Gary Post is a Senior Vice President and Wealth Strategies Advisor with Bank of America Private Bank in Dallas, Texas. Gary is responsible for developing and implementing integrated planning strategies for clients with complex financial needs, drawing on a broad range of investment, fiduciary and banking services.
Gary works in concert with other specialists within the Private Bank to develop tailored initiatives that reflect the unique priorities of each client or family. He incorporates wealth management planning strategies in areas that include estate planning, tax minimization, retirement planning, insurance, risk management and philanthropy to help clients pursue their goals more effectively. A veteran leader, Gary also advances sound communication and timely collaboration across a client’s advisory team. He conducts periodic reviews to help clients monitor their progress toward meaningful objectives, refining his approach based on dynamic market conditions and evolving client interests.
Prior to joining Bank of America, Gary was a Partner with The Blum Firm, where he focused on estate planning and probate and trust matters for families and family-owned businesses. He earned his J.D. from Southern Methodist University School of Law and his B.B.A., magna cum laude, from Texas A&M University.
Gary is a Fellow in The American College of Trust and Estate Counsel, has held the honor of Texas Super Lawyer by Texas Monthly since 2006, and has been recognized as Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He has also authored or co-authored many articles on estate planning and has served as a speaker for conferences on a broad range of estate planning topics.
Gary is active in the community, having served in leadership positions with the American Cancer Society, Tarrant County Probate Bar Association, and the Lone Star Film Society.
In his role at Bank of America Private Bank, Gary does not provide tax or legal advice.
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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.