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.
Kelsey L Wallace
Vice President, Senior Trust Officer
Kelsey Wallace is a Vice President and Senior Trust Officer at Bank of America Private Bank, in Atlanta, Georgia. Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Kelsey is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other 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 earned her bachelor’s degree in trust and wealth management, along with her Masters of Business Administration from Campbell University. She holds the CERTIFIED FINANCIAL PLANNER™ certification and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Kelsey does not provide legal or tax advice in her role at Bank of America Private Bank.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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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.