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.
Gerardo Garcia is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. Gerardo works closely with high- and ultra-high-net-worth individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, he strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Gerardo looks to combine technical insight and acumen with an unwavering commitment to client service. He integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Gerardo believes that each client’s wealth framework should be as unique as his or her situation. He incorporates multiple factors within his approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking. Gerardo is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.
Gerardo has worked in financial services since 1998. Prior to joining Bank of America Private Bank, Gerardo worked with high-net-worth individuals and families at IBERIABANK and UMB Bank. He was also a small business development officer with Bank of America.
Active in his community, he currently serves on the board of the Dallas Symphony Orchestra and is involved with Dallas Young Professionals. He has also been involved with the National Society of Hispanic MBA’s, Young Latino Professionals Kansas City, the Greater Kansas City Hispanic Chamber of Commerce, Big Brothers and Big Sisters of Kansas City and the Hispanic American Leadership organization.
In his spare time he enjoys watching sports, attending concerts and spending time with his family. He currently resides in Frisco,TX with his wife, son, daughter and two dogs.
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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.