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 O Manning
Senior Vice President, Senior Trust Officer
Keith Manning serves as a Senior Vice President and Senior Trust Officer for Bank of America Private Bank in Dallas, Texas. Keith works with Merrill Financial Advisors and Private Wealth Advisors to manage client trust relationships serving high net worth individuals, families, and foundations.
Since 2010, Keith has worked with financial advisors and clients on a variety of trusts including charitable remainder and lead trusts, generation-skipping trusts, life insurance trusts, and individual retirement accounts.
Keith graduated from Campbell University with a Bachelor of Business Administration in trust and wealth management and a Master of Business Administration from Campbell University. He Joined Bank of America Private Bank (formerly U.S. Trust) in April of 2010. Keith holds the CERTIFIED FINANCIAL PLANNER™ certification. He also holds the Certified Trust and Fiduciary Advisor (CTFA) certification issued by the ABA Institute of Certified Bankers.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® 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.