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.
Marc Spencer is a Managing Director and Private Client Advisor with Bank of America Private Bank in Tampa, Florida. Since 1989, Marc has worked with business owners, senior executives, and other high- and ultra-high-net-worth clients to address their wealth management needs. Marc and his team are privileged to work with people throughout the Southeast who know first-hand the value of hard work and perseverance. He seeks to provide a range of services and strategies that respond not only to client needs today, but also to the needs of succeeding generations: investment management, concentrated and restricted stock management, liquidity event planning, credit structuring, wealth transfer strategies, and philanthropy.
Marc has worked at Bank of America and its predecessor firms for over 33 years. His longevity and know-how help enable him to harness the capabilities of Bank of America Private Bank, thereby bringing Bank of America Private Bank offerings to clients on a personal scale. He uses the Bank of America Private Bank platform to help advance the long-term objectives of clients, developing strategies that are thoughtfully researched and carefully integrated. Marc recognizes that time and trust are precious commodities. He and his team embrace a service ethic that prioritizes results.
Marc works with clients to help balance multiple priorities: family and children; business and employees; community and legacy. Marc strives to create customized strategies to reflect these needs. He is consultative and receptive in his approach; he underscores the value of listening, engaging in ongoing dialogues to help capture clients changing priorities and evolving goals.
Marc is on the board, and a former Past Chairman, of the Boys and Girls Clubs of Tampa Bay and is Chairman of the Board of Feeding Tampa Bay. He also serves on the finance committee of Christ the King Church.
Marc earned a B.S. from the University of Florida and is a CFA(R) charterholder. Marc is also a designated Institutional Client Advisor at Bank of America Private Bank. He has specific experience in the service of not-for-profit clients.
*Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.
- CFA Institute
- University Of Florida
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.