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.
Isabelle Otero is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Winter Park, Florida. Isabelle works closely with high-net-worth individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, she strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Isabelle looks to combine technical insight and acumen with an unwavering commitment to client service. She integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Isabelle believes that each client’s wealth framework should be as unique as his or her situation. She incorporates multiple factors within her approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Isabelle is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.
Isabelle has worked in financial services for nearly two decades. Prior to joining the Private Bank, she worked with high-net-worth clients with Bank of America, Merrill Lynch Wealth Management, Wells Fargo and SunTrust. Isabelle is fluent in Spanish and Portuguese.
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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.