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.
Senior Vice President, Portfolio Manager
Liana Franceschini is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Fort Lauderdale/Miami, Florida. In this role, she is responsible for creating and maintaining personalized investment solutions utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risked-based approaches to banking and lending needs.
Prior to joining Bank of America Private Bank, she served as a portfolio manager at Wells Fargo Private Bank in Miami and held portfolio management positions at Calport Asset Management and People’s Bank, both in Connecticut.
Liana earned her B.A degree in economics from Fairfield University and her MBA degree from Sacred Heart University in Connecticut. She is a CFA® charterholder
and is a member of the CFA® Institute and CFA Society South Florida.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.