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.
Katelyn Gallagher is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Scottsdale, Arizona. She is the primary point of contact for existing clients. Her objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to support each client’s overall wealth strategy.
While developing new client relationships and helping to ensure a professional and personal client experience, Katelyn is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs. Katelyn prides herself on being responsive to clients and to her team. She is motivated by a strong sense of accomplishment providing the knowledge that helps clients to their reach both their financial and personal goals. She actively works with the Private Bank’s wealth strategies advisors, portfolio managers and trust specialists to offer sophisticated guidance to help clients with estate planning, customized trusts, philanthropic giving and strategies for tax-minimization, and business succession planning.
Prior to joining Bank of America Private Bank, she served as Vice President Relationship Manager at Merrill helping give her experience and insight into the complex wealth management needs of ultra-high-net-worth individuals, families and business owners.
A scholarship recipient, Katelyn attended California State University-Northridge with a focus in communications.
Katelyn is originally from Santa Clarita, California, and has called Arizona home since 2004. In her free time, she enjoys traveling, attending concerts, volunteering, practicing yoga and playing golf.
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.