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Kelly C Lewis

Senior Vice President, Private Client Manager

Professional Profile

Kelly Lewis is a Senior Vice President and Private Client Manager with Bank of America Private Bank.  She is the primary point of contact for existing clients.  Kelly’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform of extensive resources to support each client’s overall wealth strategy.  While developing new client relationships and helping to ensure a professional and personal client experience, Kelly is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.


In her role, Kelly coordinates with the local Private Bank team of specialists to provide guidance to clients in the areas of estate planning, investment management, insurance, fiduciary services, and risk management.  She and the team tailor advice to suit each particular client situation utilizing the breadth and depth of Bank of America’s capabilities as key drivers of value.  Kelly encourages frequent client interactions, leveraging the fiduciary standard as a distinctive element of the Firm’s client-centered ethic, and leads a boutique experience to create an appropriate plan and deliver proactive guidance. 


Kelly has more than 19 years industry experience, the last 17 of which have been with Bank of America.  In addition to her credit expertise, she has previously served in portfolio manager associate and client sales and service officer roles.  She received her Bachelor degree from Loyola University in Maryland.


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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


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.