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.
Graham Bell is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Santa Barbara, California. Graham works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Graham and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
Graham has worked in the financial services industry for 12 years. Prior to becoming a Private Client Advisor, he served as a Senior Portfolio Manager with Bank of America Private Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Graham earned his B.A. degree in finance from Santa Clara University.
Graham currently services on the board of MOXI, The Wolf Museum of Exploration + Innovation and the Santa Barbara Youth Sailing Foundation Endowment
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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
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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.