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.
Holly Cannady Tapia is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in San Diego, California. In her role, Holly serves the trust and estate planning needs of high-net-worth individuals and families. Holly, together with the team of skilled financial professionals at Bank of America Private Bank, provides complete administrative trust services. Bank of America Private Bank can assume trustee and executor responsibilities, serve as an agent for the trustee to assist a client with administrative duties, or assume full responsibility as corporate trustee.
As one of the nation’s largest trustees for individuals, families and private foundations, Bank of America Private Bank has expertise in trust and wealth transfer solutions with seasoned professionals. From basic trust structures to innovative wealth strategies, Bank of America Private Bank offers access to a spectrum of wealth management strategies to help meet individual, family and charitable objectives.
Bank of America Private Bank provides an inclusive approach to managing the client’s trust by facilitating open communication among all parties involved. These may include the client’s accountant, attorneys or other representatives at the client's request.
Holly joined Bank of America (formerly U.S. Trust) in 2007. She is a graduate of Campbell University, Buies Creek, North Carolina with a major in trust and investments and a minor in financial planning.
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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.