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.
Marshall B McLean
Managing Director, Private Client Advisor
Institutional Client Advisor
Professional Profile
Marshall McLean is a Managing Director and Private Client Advisor at Bank of America Private Bank. Based in Florham Park, New Jersey and New York, he serves as a trusted advisor to generations of clients with significant wealth and expectations.
Working alongside a talented group of specialists, Marshall provides tailored banking, lending, estate planning, wealth management and insurance solutions. Mindful of clients’ priorities as their lives evolve, he feels privileged to help successful people satisfy their ambitions for themselves, the people they love and their communities.
Marshall believes that superior wealth management is predicated on an advisor’s ability to appreciate what clients say, and may not say. Each day, he summons his financial and emotional intelligence to help clients articulate what they may have not shared in a previous advisory relationship, or even with a close friend.
Leveraging his years of legal experience and the vast resources of the firm, Marshall offers clients access to a wide range of investment, trust and estate planning solutions, management insights and philanthropic guidance.
Prior to joining Bank of America, Marshall served as a corporate advisor to a diverse clientele at McCarter & English, LLP. He also gained legal experience as an associate in the Princeton and New York City offices of Reed Smith, LLP.*
Marshall earned a J.D. from Washington and Lee University School of Law. While there, he was Lead Article Editor for the Journal of Civil Rights and Social Justice. He earned a bachelor’s degree from Bowdoin College, where he captained the lacrosse team. Marshall resides in Bernardsville, New Jersey, with his wife, Kim, and their three children. In addition to coaching youth hockey and lacrosse, Marshall serves on the boards of the Greater Newark LifeCamp, the Newark Museum, and the Newark Boys & Girls Club.
*Neither Bank of America Private Bank nor any of its affiliates or private client advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
EDUCATION
- Bowdoin College
- The Pingry School
- Washington and Lee University School of Law
ORGANIZATIONS
- Boys & Girls Club of Newark - Member of Board of Trustees
- Greater Newark LifeCamp - Member of Board of Trustees
- Newark Museum - Member of Board of Trustees
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Our Team
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
Key Contacts
Let's Have A Conversation
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
FEATURED ARTICLES
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.
