Lee Ward

Senior Vice President, Private Client Advisor

Professional Profile

Lee Ward is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas. He is committed to offering in-depth, strategic financial guidance to wealth creators, including clients who own or have recently sold a business. Lee works closely with clients to understand their priorities, concerns, and aspirations. He leverages his extensive wealth management experience, and the deep resources of the Private Bank, to help multigenerational families develop strategies aimed at growing, preserving, and transferring wealth. 

Lee selects and leads a team of specialists from the Private Bank who can design and deliver customized strategies for investment management, philanthropy, and pre- and post-liquidity event planning; trust and estate planning services; and credit and banking solutions. He strives to help clients develop a nuanced understanding of their financial challenges and opportunities, based on candid risk assessment and thoughtful analysis. Lee customizes his wealth management approach based on each family’s vision and values, with an emphasis on educating successive generations about financial stewardship.  

Prior to joining the Private Bank (formerly U.S. Trust), Lee was a wealth advisor with Wells Fargo Private Bank in Houston for five years. Previously, he was a relationship manager with JP Morgan Private Bank, also in Houston. He began his financial services career in 2002 after graduating magna cum laude from Texas Christian University with a BBA degree in finance.

A member of a second-generation ranching family, Lee spends much of his free time assisting with his family’s active cattle ranch on the Gulf Coast. He enjoys playing and watching a variety of sports, as well as hunting and fishing.

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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 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.