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.
John (Kevin) Kevin McCulloch
Senior Vice President, Senior Trust Officer
Professional Profile
Kevin McCulloch is a Senior Vice President and Senior Trust Officer at The Private Bank in Dallas, Texas. In his role, Kevin works with high-net-worth clients and their families providing estate, wealth transfer and income tax planning guidance. While delivering the depth and breadth of services that the firm offers to assist clients in reaching their goals, he oversees a wide variety of trust and investment accounts.
Kevin first joined Bank of America Private Bank (formerly U.S. Trust) as a Trust Officer in 1997 and served the firm for 14 years. Prior to joining the Private Bank, Kevin spent 11 years in the banking industry most of which were in the trust department. Altogether, Kevin has more than 29 years of experience as a trust officer. Kevin rejoined Bank of America Private Bank in 2016.
Kevin was born and raised in Temple, Texas. He earned his B.B.A. in finance at Abilene Christian University in Abilene, Texas. Since 1994, Kevin has held the CERTIFIED FINANCIAL PLANNER™ certification.
Kevin resides in Dallas, Texas. He is an active member and past board member of the Dallas Estate Planning Council.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.
