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.
Juan Torres is a Senior Vice President and a Private Client Manager with Bank of America Private Bank in Boston, Massachusetts. Drawing on more than 15 years of experience at Bank of America gives Juan insight into the specialized needs of high-net-worth clients and families with multi-generational wealth. He also has a depth of experience consulting with business owners. Juan is passionate about connecting them to the extensive resources and capabilities at the Private Bank – and across Bank of America – that align with their distinctive needs and support their overall wealth strategy.
With a deep understanding of his client’s goals, Juan provides best practices and advice for strategically leveraging credit as part of their overall financial plan. To aid him in addressing their often-dynamic situations, he works with a team of specialists with extensive knowledge in wealth structuring, trust and estate planning services, investment management, and philanthropic services.
Juan joined Bank of America in 2008. Throughout his career, he has held numerous leadership roles within Consumer Banking, Business Banking, and as a Regional Credit Officer for Small Business Administration (SBA) lending in New England. He is currently a senior member of the Private Bank, serving the needs of the bank’s most affluent clients.
Originally from Tampa, Florida, Juan earned his Bachelor of Science in finance and his M.B.A. in management from the University of South Florida. He and his wife currently live in the Boston area with their two children and two dogs. He devotes his spare time to his family, sporting and outdoor activities, and local charitable organizations.
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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.