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.
Kristen Benner is a Managing Director and Private Client Advisor at Bank of America Private Bank based in Baltimore, Maryland. An integral part of her work is to develop meaningful, long-term relationships with high-net-worth clients including multi-generations of their families. A determined problem-solver, Kristen takes great satisfaction in connecting them to the extensive resources at Bank of America.
Kristen leads and coordinates a team of knowledgeable specialists to support each client’s wealth management goals and priorities. Together with the team she can provide strategies for investment management, succession planning and philanthropy; trust and estate planning services; and credit and lending solutions. She believes the fiduciary platform offered by the Private Bank is essential to the team’s commitment to provide a superior client service experience.
Prior to her time as a Client Advisor, Kristen was a Client Manager with the Private Bank where she developed potential options that could help address their custom credit and commercial real estate lending needs. Additionally she gained a depth of experience supporting the needs of clients who seek tailored credit and lending solutions for acquisition of fine art and other collectables.
Kristen received her Bachelor’s degree from Towson University. Prior to joining Bank of America Private Bank in 2002 she served as a sell-side analyst for a mid-size insurance firm.
Passionate about helping those who cannot help themselves, Kristen volunteers at a local animal shelter. In her spare time spending time with her 14 year old son and their dogs, Charlie and Tucker.
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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.