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.
Kelly Lewis is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Baltimore, Maryland. She takes great satisfaction in her ability to connect clients and their distinctive needs to the bank’s global resources.
Serving as clients’ primary relationship manager, Kelly helps facilitate their interactions with the Private Bank and is committed to providing attentive, personalized, high-touch customer service. She encourages frequent interactions and leads a boutique-like experience to deliver proactive guidance and customized strategies.
Kelly prides herself on her extensive background in custom credit and lending solutions and aids clients, as necessary, with their daily banking, liquidity, and service needs. In addition to offering her own perspective on their banking requirement and preferences, she works with a team of specialists who possess a depth of experience in estate planning services, investment management, insurance, fiduciary services, and risk management.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2003, Kelly began her career with Mercantile-Safe Deposit and Trust Company. Over the course of her career with Bank of America, she has deepened her banking, credit, and lending experience with roles as a private bank analyst, portfolio management analyst, and private bank associate before assuming her current role in 2019.
Kelly earned her Bachelor’s degree from Loyola University in Maryland. Residing in Severna Park, Maryland with her husband and two daughters, Kelly enjoys gardening, being outdoors with her dogs and family, traveling, and spending time at the beach.
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.