Joel Martin

Senior Vice President, Private Client Advisor

Professional Profile

Joel Martin is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. He is the primary point of contact for existing clients. Joel’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Private Bank platform of extensive resources to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Joel is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Prior to joining Bank of America Private Bank, he served as a Business Banking Relationship Manager at Bank of America helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was a Consumer Market Manager with Bank of America.

Joel Martin obtained a Bachelor of Arts degree with a major in economics from the College of William & Mary, has completed coursework for his master of business administration from the University of Richmond, and currently is enrolled at the ABA Stonier Graduate School of Banking at the University of Pennsylvania Wharton School.

Active in the community, he volunteers with several local organizations, including the United Way, Junior Achievement, and the YMCA.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Mark Kemp

Private Client Manager


Basil M Jones

Private Client Manager


James C. Templeman

Portfolio Manager


Mark W Shoemaker

Portfolio Manager


James A Wiltshire

Portfolio Manager


Edward (Ted) A Booth

Portfolio Manager


Karen Buchanan

Senior Trust Officer


Elizabeth R King

Senior Trust Officer


Wesley A Townshend

Senior Trust Officer


David L Yarter

Senior Trust Officer


Lawrence T Malecky

Wealth Strategies Advisor


Key Contacts

Cecelia D. Grimes


Candace Elaine Babb


Heidi Valentino


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


For more than 200 years, Bank of America Private Bank (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.