Holly Cannady Tapia

Vice President, Senior Trust Officer

Professional Profile

Holly Cannady Tapia is a Vice President and Senior Trust Officer at Bank of America Private Bank. 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 can assume trustee and executor responsibilities or serve as an agent for the trustee to assist a client with crucial 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.  

Holly joined Bank of America 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.

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.