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.
Keith G. Manning
Vice President, Private Client Advisor
Professional Profile
Keith Manning is a Vice President and Private Client Advisor with Bank of America Private Bank in San Diego, California. Keith works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Keith and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Keith began his financial services career in 2020 after 21 years of service as an officer in the U.S. Navy. Prior to joining Bank of America Private Bank, he served as Merrill Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Keith obtained a B.S. degree from The Citadel, a M.S. degree in systems engineering and analysis from the Naval Postgraduate School and multiple executive education certificates from the Harvard Business School in the Program for Leadership Development, Negotiation & Decision Making and Strategy.
He currently is an active member of the Coronado Rotary Club and the San Diego Harvard Business School Alumni Club.
EDUCATION
- Harvard Business School
- Naval Postgraduate School
- The Citadel
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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
FEATURED ARTICLES
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.
