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.
John Sherman is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Charleston, South Carolina. He is the primary point of contact for existing clients. John’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America 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, John is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
John joined Bank of America Private Bank in 2021. He has an extensive background in private banking and wealth management with over 33 years of experience, helping give him insight into the needs of high-net-worth individuals and families. He started his banking career at Fifth Third Bank in their management training program before accepting a position in private banking. He then went on to spend 17 years with Bank of America, holding various positions during his tenure. Most recently, John was a Wealth Advisor at Truist Financial (formerly BB&T) before he rejoined the Bank.
John Sherman obtained a bachelor’s degree in marketing from the Farmer School of Business at Miami University in Oxford, Ohio. John is a CERTIFIED FINANCIAL PLANNER™ professional. Throughout his career, John has been active with various philanthropic, professional and civic organizations.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.