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.
Marissa Magnuson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York City. Marissa provides in-depth strategy and advice to high-net-worth and ultra-high-net-worth individuals and families, helping them accomplish more with their wealth. She has spent her career focused on the distinctive priorities and interests of successful individuals and families, supporting their efforts to pursue their ambitions, cement their legacies, and create a lasting impact on the people and causes they cherish.
As a key point of client contact, Marissa develops deep and enduring relationships with clients, often becoming a trusted member of their inner circle. People from varied paths look to her for assistance, including senior executives, business owners, real estate investors, private investors, and multigenerational families. Working in concert with a close-knit team of specialists, Marissa addresses multiple facets of client wealth: portfolio design, trust and estate planning services, philanthropic strategies, planning, and banking and lending services. She has particular depth in customized credit, including residential, commercial, fine art, aircraft, yacht, secured, and unsecured lending. Committed to client convenience, Marissa appreciates the need for timely and responsive service. She fosters a high-performing culture that is dedicated to client well-being.
With more than fifteen years at the firm, Marissa is skilled in connecting clients to the capabilities they need, enterprise wide. She prides herself on providing the warmth and immediacy of a one-on-one relationship, bolstered by the expansive capabilities of a global firm. Marissa joined Bank of America in 2007 after serving as a Licensed Personal Banker with JP Morgan Chase. She earned her B.A. from California State University Long Beach.
Marissa and her husband live in Rockville Center, New York, with their two young daughters. In her free time, she enjoys cooking, doing Pilates, and exploring new destinations with her family.
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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.