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.
Kyle J Quinlivan
Senior Vice President, Private Client Advisor
Professional Profile
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.
ORGANIZATIONS
- Estate Planning Council of Winston Salem, Inc.
- H.O.P.E of Winston Salem
EDUCATION
- Campbell University
LANGUAGES
- English
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.
