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.
Laura McGivern is a Vice President and Wealth Strategies Specialist at Bank of America Private Bank in Paramus, New Jersey. In her role, Laura provides tailored wealth management guidance and helps clients pursue their individual goals in financial and estate planning, tax-minimization strategies, risk management, wealth transfer, inter-generational planning and philanthropy. Laura coordinates with the client’s team of advisors to gather financial data, reviews, analyzes and flowcharts estate planning instruments, prepares and analyzes balance sheets, financial projections and transfer tax illustrations. She also stays up-to-date on the latest legislation, planning tools and techniques, as the financial planning field is constantly evolving.
Prior to joining Bank of America Private Bank, Laura worked on the investment and fiduciary services platform at Wells Fargo Private Bank, and also has experience in a similar planning role at registered investment advisory firm.
Laura earned a B.S. in energy business and finance from the College of Earth and Mineral Sciences at The Pennsylvania State University. She holds the CERTIFIED FINANCIAL PLANNER™ certification.
Laura does not provide tax advice in her role at Bank of America Private Bank.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.