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.
Joseph (Joe) M Scarpinato
Senior Vice President, Portfolio Manager
Professional Profile
Joseph Scarpinato, CFP® is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Atlanta, Georgia. In his role, he is responsible for creating and maintaining personalized investment guidance and wealth strategy. This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, by conducting periodic reviews to help clients monitor progress toward reaching the initial goals. In addition, he supports clients on navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, tax-minimization, retirement, and multi-generational strategies from risked based strategies based approaches to banking and lending needs.
Joe earned his Bachelor of Business Administration degree from Stetson University and his M.B.A. degree from Palm Beach Atlantic University. Joseph holds the CERTIFIED FINANCIAL PLANNER™ certification.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.
