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.
Linh Nguyen is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to help optimize and manage their wealth.
How does her team do it?
They understand you are unique. Linh and her team start by listening – getting to know you before they craft a financial strategy to help advance your goals, your legacy objectives and plan for your future generations.
They work with you as a team. As a client, you will have a dedicated team, and your team can include a highly-credentialed Wealth Strategist, Portfolio Manager and Trust Officer, as well as other specialists to suit your particular situation.
They apply the highest standards of care. The team knows that integrity and transparency are critical to building your trust. When they serve as your fiduciary -- managing your portfolio, serving as trustee, or administering an estate -- they focus on what best meets your financial objectives.
They take a wealth planning approach. Your needs are likely multi-dimensional and may span several generations. As such, you may require a comprehensive wealth plan that includes not only investment management but also takes into consideration trust, estate and tax planning, a philanthropic strategy, customized credit and other financial needs you may have.
They deliver distinctive investment insights and strategies. They have their own dedicated strategy and analysis experts who deliver portfolio guidance from broad investment themes to specific asset class weightings.
They have the depth and breadth of experience to help you reach your goals. They offer a boutique firm experience with access to extensive resources from the Bank of America enterprise, including traditional specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.
Linh obtained her Bachelor of Science degree in psychology from Palo Alto University and her Master’s in Business Administration from Santa Clara University. She currently serves as a chairperson for Silicon Valley LEAD for Women and council member for Bank of America’s Silicon Valley Asian Business Council.
In her free time, she enjoys taking long distance walks with her dog, gardening and listening to podcasts pertaining to business, investments and social matters. She is also a fitness, nutrition, health and wellness enthusiast.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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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.