Kyle J. Quinlivan is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Winston-Salem, North Carolina. Kyle strives to be a trusted advisor and serves Successful Multi-Generational Families, Closely Held Business Owners and Well Capitalized Real Estate Investors.
By identifying a client’s primary goals and needs, Kyle and his team coordinate local resources and the national capabilities of Bank of America Corporation to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Kyle joined Bank of America Private Bank (formerly U.S. Trust) in 2011 as a Trust Officer, where he was responsible for the administration of trust and investment accounts. After leaving the bank briefly in 2016, he returned in 2018 as a Private Client Manager and promoted to Private Client Advisor in 2023. Kyle holds a bachelor’s degree in trust and wealth management and an M.B.A. from Campbell University in North Carolina. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Estate Planning Council of Winston-Salem.
Active in his community, Kyle participates in a variety of nonprofit endeavors. He currently serves on the Board of Directors for Estate Planning Council of Winston Salem, Inc. and H.O.P.E WS, Inc. Many of his hobbies center around spending time with his wife, Brooke, and four children. Kyle also enjoys playing golf and fly-fishing.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.