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.
Heidi Lynn is a Managing Director and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Her work is instrumental in supporting high-net-worth clients with complex wealth management needs. She draws on extensive analytical experience and a high-touch consultative approach to client services to advise clients in reaching their unique short and long-term goals. Utilizing her strong community relations efforts and relationship building skills, she strives to become a trusted advisor to her clients.
Since joining Bank of America in 2006 as a Private Client Manager, Heidi has been intentional about surrounding herself with a hand-picked team of specialists to bring in-depth knowledge in areas such as investment management, trust and estate planning, lending, and philanthropy to create comprehensive wealth management plans for clients. She always strives to build strong, transparent relationships with each client to understand the nuances and dynamics of individual situations.
As a Financial Advisor with Merrill for over six years, Heidi joined Bank of America with a strong understanding of investment planning, client relations, and wealth management. She lived in Japan for eight years prior to her financial services career, and is fluent in the Japanese language.
Heidi earned her B.A. from Yale University and is a graduate of the Wharton Business Executive Program. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Exit Planning Advisor designation. Additionally, she served on the Orange County Grants Review Committee for the Bank of America Charitable Foundation and Bank of America’s Orange County Talent Council, a leadership body that promotes best practices across business lines.
Outside of the Private Bank, she is a member of Shady Canyon Country Club, and serves as a Board Member for the Orange County Museum of Art.
Heidi has two adult children and enjoys spending time traveling with her friends and family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
- Orange County Museum of Art Board of Trustees
- Shady Canyon Ladies Club
- Yale University
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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.