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.
Joe Lipscomb is a Vice President and Senior Trust Officer for Bank of America Private Bank. In his role, Joe works with a dedicated team of professionals to customize and implement wealth planning strategies for high net worth clients and their families. In addition to being responsible for trust account management and administration, Joe brings a high level of skill and professionalism to the Trust Officer role, specializing in providing sound advice and impartial judgment in working with multi-generational trust beneficiaries and their advisors. Joe’s approach to his work is in keeping with the highest trust fiduciary standards as he provides unbiased service in the best interests of his client and beneficiaries.
Joe has over thirty years of financial services experience holding roles as a Financial Advisor, Planned Giving Director and as a Trust Officer. Joe has a Bachelor of Science in Managerial Economics from Hampden-Sydney College. In addition, Joe holds the CERTIFIED FINANCIAL PLANNER™ certification and was an Honors Graduate of the Canon Trust School earning the Certified Trust and Financial Advisor designation. Joe is also a graduate of the Southeastern Trust School at Campbell University.
*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.