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.
Laureen Schiller is a Managing Director and Private Client Advisor with Bank of America Private Bank in San Francisco, California. Laureen helps ultra-high-net-worth families, executives, entrepreneurs and individuals manage their financial lives. She has particular depth working with multiple generations of families, serving as their “go-to” resource across varied life stages. Honored by the trust that clients have placed in her, she develops long-term relationships, directing integrated wealth strategies for three—and sometimes four—generations of clients. Laureen is also skilled in anticipating the financial needs of women, helping them grow as confident and informed stewards of their wealth. Committed to the vibrant role of philanthropy in society, Laureen also advises clients about purposeful and impactful giving strategies.
Laureen’s extensive experience and perspective, including more than 25 years dedicated to ultra-affluent clients, afford her deep knowledge in providing an integrated suite of products and services. She oversees a team of locally based specialists who work in concert to uncover possible efficiencies in investment management, credit and banking, cash management, trust and estate planning services, and wealth transfer. Laureen believes strongly in the value of financial education, empowerment, and next-generation stewardship. She serves as a volunteer and mentor to women and primary and secondary school children, bolstering financial education and awareness.
Laureen began her financial career with Bank of America in 1986 and joined the Private Bank (formerly U.S. Trust) in 1993.
A California native with an Oregon upbringing and education (University of Oregon), Laureen lives in San Francisco. She and her husband enjoy raising two very active teenage sons. In her free time, Laureen serves on the board of a private family foundation.
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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.