Judy Leung

Vice President, Wealth Strategies Advisor

Professional Profile

Judy Leung is a Wealth Strategies Advisor at Bank of America Private Bank.  In this role, Judy is responsible for the delivery of estate and financial planning services to a wide variety of high net worth clients including entrepreneurs, business owners, corporate executives, and private equity partners. 

In 2005, Judy rejoined the bank in fiduciary tax services and then joined the Wealth Strategy group in 2008. Prior to that Judy was a Tax Manager with PricewaterhouseCoopers in the Personal Financial Services Group delivering tax compliance and planning solution to high net worth clients. Judy has been with the bank for over seventeen years and was originally part of First National Bank of Boston which was later acquired by Fleet Bank.

 Judy received her B.S. in Psychology from Boston University and a M.S. in Taxation from Northeastern University. Judy is both a Certified Public Accountant in Massachusetts and a CERTIFIED FINANCIAL PLANNER™ professional.   Judy also holds the Accredited Domestic Partnership Advisor (ADPA®) designation.

Judy does not offer tax or accounting advice in her role at Bank of America Private Bank.

*Accredited Domestic Partnership Advisor and ADPA® are registered service marks of the College for Financial Planning.
*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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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.

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.