Lauri Ann Smith

Senior Vice President, Private Client Advisor

Professional Profile

Lauri Ann Smith is Senior Vice President, Private Client Advisor with Bank of America Private Bank.  Lauri and her team help high net worth clients - including individuals, business owners and multi-generational families – by offering innovative, customized wealth management strategies to help them realize their financial and philanthropic goals, taking into account the extraordinary opportunities and challenges that are often associated with the complexities of managing significant wealth.  

Backed by Bank of America, one of the world’s largest financial institutions, Lauri’s team has capabilities in wealth structuring, investment management, and custom credit and banking services.  Lauri spent the previous 20 years in roles at Merrill Lynch Wealth Management and Bank of America’s commercial bank, and has helped to provide capital and advice to small businesses, which subsequently had significant growth. She enjoys helping business owners and key employees prepare for their own exit strategy and “retirement” plan, while providing tools to educate institutions, employees and next-generation family members to be savvy, responsible, and prudent with money.   

In 2017, Lauri received The President’s Volunteer Service Award for her many hours dedicated to organizations like Feeding America, Junior Achievement, Susan G. Komen, and Padres Pedal the Cause. Lauri graduated from The University of Texas in Austin.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.