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.
Lawrence J. Macklin is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Baltimore, Maryland. In this role, Larry coordinates the development and delivery of innovative strategies for high-net-worth individuals and families helping them pursue their goals in financial and estate planning, insurance, risk management, wealth transfer, intergenerational planning, business succession, pre- and post-liquidity event strategies, and philanthropy. Larry also collaborates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress.
Larry began his tax and estate planning career in 1982. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 1994, Larry was a tax and estate planning attorney with Venable LLP, a national law firm, and a Tax Manager with Price Waterhouse.
Larry received his B.S. in accounting from the University of Maryland and earned a juris doctorate from the University of Maryland School of Law in Baltimore. He is a member of the Maryland state bar, a Certified Public Accountant, and holds the Accredited Estate Planner® designation.
Larry is a past President of the Baltimore Estate Planning Council and is currently on the Board of the National Association of Estate Planners and Councils (NAEPC). He is a frequent speaker at estate planning councils around the country and recently spoke at the Notre Dame Tax & Estate Planning Institute.
Note: Larry does not provide legal or tax advice in his current role at Bank of America Private Bank.
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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.