Joelle K Cosby

Senior Vice President, Private Client Advisor

Professional Profile

Joelle Cosby is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in Richmond, Virginia. She works closely with clients to address a range of wealth management needs.  She leads a team of specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Prior to becoming a Private Client Advisor, Joelle served as a Bank of America Private Bank Private Client Manager and Senior Trust Officer helping give her experience and insight into the wealth management needs of high net worth individuals and families.   Previously, she was an Internal Auditor with Bank of America with responsibility over the Private Bank and Trust Audits in Virginia, Maryland and the District of Columbia. 

Joelle is a graduate of Mary Baldwin College with a bachelor’s degree in Economics.  

An active member of her community, Joelle currently serves on the advisory board of Massey Cancer Center and the executive committee of the Estate Planning Council of Richmond. 

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

Basil M Jones

Private Client Manager

804.887.8776

Mark Kemp

Private Client Manager

804.887.8759

Elizabeth R King

Senior Trust Officer

804.887.8834

Karen Buchanan

Senior Trust Officer

804.887.8818

Mark W Shoemaker

Portfolio Manager

804.887.8840

Edward (Ted) A Booth

Portfolio Manager

804.887.8787

James A Wiltshire

Portfolio Manager

804.887.8772

James C. Templeman

Portfolio Manager

804.887.8841

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 (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.