Julie M Cameron

Senior Vice President, Senior Trust Officer

Professional Profile

Julie Cameron is a Senior Vice President and Senior Trust officer with Bank of America Private Bank in Boston, Massachusetts.  Julie is actively involved with advising individuals and families on a broad spectrum of wealth planning topics with a focus on estate planning and fiduciary administration.

Julie joined Bank of America Private Bank (formerly U.S. Trust) in 2009 and has spent time in both athe Fiduciary Division as a Trust Officer and the Wealth Strategies Division as an analyst. In both capacities, Julie has provided technical advice relation to estate planning and taxation, sophisticated gifting strategies, income tax projections and financial modeling.

Julie holds the CERTIFIED FINANCIAL PLANNER ™ certification , the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Boston Estate Planning Council as well as the Trusts and Estates Consortium. Julie received her bachelor's degree in Trust and Wealth Management, with a minor in Financial Planning. She also received her M.B.A. from Campbell University with a concentration in investments.

*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.

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.