Henry B Greenberg

Managing Director, Wealth Strategies Advisor

Professional Profile

Henry B. Greenberg is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank. In this role, Henry provides financial planning guidance to executives, closely-held business owners and high net worth individuals with respect to their retirement, estate, investments, philanthropic and insurance planning needs.   He has also spoken at various forums on art and collectible assets.

Prior to joining the Private Bank, Henry was a Senior Financial Planner at State Street Bank & Trust Company and previously served as a trust consultant at Merrill Lynch Trust Company.  In these roles, Henry worked with families to develop and implement multi-generational wealth plans.

Henry earned his B.S. degree from the School of Business at Rutgers University, his J.D. from Seton Hall University School of Law, and his LL.M. in Taxation from New York University School of Law. He holds the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification.

Henry does not provide legal or tax advice in his role at Bank of America Private Bank.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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.

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.