Kyle J Quinlivan

Senior Vice President, Private Client Manager

Professional Profile

Kyle J. Quinlivan is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Winston-Salem, North Carolina. Over the course of his career, he has developed a thoughtful understanding of the issues that can impact the financial lives of multiple generations of affluent families. Kyle takes great satisfaction in making personal connections with clients and helping to simplify the complexities of significant wealth. He enjoys explaining complicated concepts in clear, understandable terms.

With a background in trust administration and estate planning services, Kyle takes an integrated wealth planning approach to connect clients to the resources and capabilities at Bank of America that align with their distinctive needs. His main objective is to provide guidance and assistance with strategic banking and custom credit services, as well as day-to-day liquidity management solutions to help clients grow and transition their wealth.

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. 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 PLANNERTM 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.

ORGANIZATIONS

  • Estate Planning Council of Winston Salem, Inc.

EDUCATION

  • Campbell University

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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.

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.