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.
Lucy Hoang is a Senior Vice President and Private Client Manager at Bank of America Private Bank. Lucy focuses on developing financial planning strategies that include investment management, wealth structuring, risk management, and customized banking and lending for high-net-worth individuals, families, and institutions.
Lucy has been in the financial services industry since 1999. She rejoined Bank of America Private Bank in 2018 previously working at City National Bank as a Private Client Manager for 6 years. Prior to joining City National Bank, she worked in the investment management and wealth strategies team at Bank of America Private Bank for 6 years.
Lucy received a Bachelor of Arts Degree in Economics from California State University, Fullerton. She holds A CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Certified Investment Management Analyst® designation and completed the educational component at the Wharton School of Business.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.