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.
Mary Aggarwal is a Managing Director and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts.
With over twenty years of experience in the financial industry, she brings a wealth of knowledge to the role, assisting high-net-worth clients in managing their wealth with experience and discipline: first identifying each client’s unique goals; then coordinating a team of specialists from within the bank to create and implement customized, comprehensive wealth plans to help accomplish each client’s specific objectives.
Mary’s experience includes not only her years in the financial industry, but also her rich experience as an entrepreneur. Both roles have taught her well about the issues involving the psychology of money. She understands how those issues impact clients, their families and their children, and she knows how to address them in the building of custom wealth plans.
Before joining Bank of America Private Bank, Mary worked at Wells Fargo for seven years. Prior to Wells, she was a Private Client Manager with U.S Trust Bank of America Private Bank.
Mary received her personal financial planning certificate from UCLA and also completed advanced family dynamics education while at Wells Fargo. In the past she was part of the Purposeful Planning Institute, Family Office Exchange, former board member of Zimmer Children’s Museum, and was nominated as a 2017 Outstanding Female Leader by Los Angeles Business Journal. Mary has authored articles in LA Parent and Beverly Hills Courier as well as on LinkedIn.
When not advising and helping clients, she is a wife and mother of four. Mary loves giving back to the community through various women’s and children’s causes. One of her favorite pastimes is going to the farmers’ market with her family and reading books with her kids.
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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.