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.
Julie M Cameron
Managing Director, Senior Trust Officer
Julie Cameron, CTFA, is a Managing Director 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 the Fiduciary Division as a Trust Officer and the Wealth Strategies Division as an analyst. In both capacities, Julie has provided technical advice in relation to estate planning and taxation, sophisticated gifting strategies, income tax projections and financial modeling.
Julie is a member of the Boston Estate Planning Council. 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. Julie is a CERTIFIED FINANCIAL PLANNER™ professional.
Julie Cameron holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.