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.
Kevin O’Connor is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Providence, Rhode Island. He is a relationship manager and primary contact for many ultra-high-net-worth individuals and their families. Kevin is committed to developing appropriate solutions for both day-to-day and long-term banking, credit and wealth management needs.
Flexible, open-minded, and a careful listener, Kevin encourages clients to contact him whenever they have a need. He believes he can assess most any situation presented, and either through his own efforts or by accessing the vast resources of the Private Bank, he can offer a solution or appropriate strategy. Consulting with the Bank’s wealth strategists, portfolio managers and trust specialists, he can offer strategies for estate planning, tax-minimization, customized trusts and concentrated stock.
For the most challenging credit and lending needs, Kevin can draw on his strong knowledge of the Bank’s lending platform and new product development to help clients pursue their goals. Kevin prioritizes responsiveness and efficiency, and can work proactively upfront, to help identify any obstacles in the lending process. If issues arise, Kevin, along with the Bank’s credit and lending specialists, can help clients work through them, or offer alternative options, without wasting valuable time.
Kevin joined Bank of America in 2006 where he worked for three years in relationship banking, serving consumers, small businesses and high-net-worth individuals. He made the transition to the Private Bank (formerly U.S. Trust) in 2009. Kevin is a summa cum laude graduate of Rhode Island College with a Bachelor’s degree in business management. His volunteer work includes Habitat for Humanity and the Rhode Island Food Bank.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.