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.
James Kinsey III is an Assistant Vice President and Trust Officer at Bank of America Private Bank serving the Columbia, South Carolina market. In his role, James focuses on the fiduciary issues high net worth individuals and their families may encounter. He works closely with a team of professionals to address these types of issues and to administer Trust, Investment Management, and Retirement accounts. Applying a holistic approach to wealth management, James works with clients to identify personal and financial goals and aids in the development of a plan to help ensure said goals are reached. To effectuate the plan, he coordinates specialized advisors with the other vast resources within Bank of America to address the unique needs of each client.
James received his B.A. in psychology from the University of South Carolina, and earned his J.D. from the University of South Carolina School of Law. Prior to, during, and after law school James worked at a law firm in Columbia, South Carolina that specializes in elder law and estate planning. He has been with the Private Bank since 2017.
James does not provide legal advice in his role with Bank of America Private Bank.
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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.