Kelsey L Wallace

Vice President, Trust Officer

Professional Profile

Kelsey Wallace is a Vice President and Trust Officer at Bank of America Private Bank in Atlanta, GA. Her main objectives are to listen to clients, help identify their needs and provide guidance to support each client’s overall wealth strategy. As the main point of contact for clients and their beneficiaries, Kelsey also coordinates with the appropriate Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.

Kelsey Wallace graduated from Campbell University with a Bachelor’s degree in Trust and Wealth Management, along with a Master’s degree in Business Administration. Kelsey is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.

Kelsey does not provide legal or tax advice in her role at Bank of America Private Bank.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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

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.

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.