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.
Heather L Clark
Senior Vice President, Private Client Manager
Heather Clark is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Sarasota, Florida. Supported by the global enterprise, Heather is committed to providing clients with a boutique-like service experience addressing the complex wealth management needs of a high-net-worth clientele – entrepreneurs, corporate executives, physicians, retirees and multigenerational families.
Heather serves as a key point of contact for both new and long-term client relationships, focusing on credit and deposit needs. In addition, she works closely with other members of the Private Bank team to deliver customized offerings including strategies for investment management, wealth transfer and business succession planning, as well as trust and estate planning services. Above all, Heather enjoys helping clients turn years of accomplishments into goals they find meaningful for themselves, the people they love, and their communities.
Heather brings over 30 years of investment and banking experience to client relationships. She began her financial career in 1991 and joined the Private Bank (formerly U.S. Trust) in 2007. Heather graduated from the University of South Florida with a B.S. degree in business management.
Active with the Junior League of Sarasota, Heather has served as a multi-year member of the Legacy Luncheon committee and was a past chair of the Cluster Committee and co-chair of the Endowment Fund committee. She is a student mentor for Take Stock in Children Sarasota County and was named TSIC Mentor of the Year 2021-2022. Heather’s past community service includes Designing Women Boutique’s gala, Riverview High School Century Club, the Y Foundation’s Cirque du Gold gala, and The Pines of Sarasota Wit and Wisdom of Aging luncheon. Heather has also served as treasurer for the board of directors of New College Library Association and was a multi-year member of their Pique-Nique luncheon committee.
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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.