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Mark D McGuire

Senior Vice President, Senior Trust Officer

Professional Profile

Mark McGuire is a Senior Vice President and Trust Officer at the Bank of America Private Bank in West Hartford, CT.  Mark works closely with a Portfolio Manager, often as the primary point of contact, depending on clients’ needs and preferences. His main objectives are to listen to clients, help identify their needs, provide advice and guidance and coordinate with the appropriate representatives of the Private Bank platform of resources to support each client’s overall wealth strategy. Mark’s focus is on the administration of clients’ trusts and carrying out the provisions contained in trust documents.  He will be the main point of contact for you and your beneficiaries in matters of trust administration, and can engage other Private Bank specialists to assist, as appropriate. We recognize that each trust and beneficiary is unique, and we provide highly personalized service to help you carry out your estate requirements.

Prior to joining Bank of America in 1987, Mark worked at Savage Engineering Inc. as an assistant project manager for utility cost studies at the University of Southern California, Case Western Reserve University, Yale University and UConn Medical School.

Mark graduated from Le Moyne College in Syracuse, NY in 1986 with a degree in business administration/finance.  Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.

Mark is a member of the Greater Hartford Estate and Business Planning Council.

Mark does not provide legal advice in his role at Bank of America.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.