Mary Wall

Managing Director, Wealth Strategies Advisor

Professional Profile

Mary Wall is a Managing Director and Wealth Strategist at Bank of America Private Bank. In this role, Mary provides sophisticated financial planning guidance to high net worth individuals, corporate executives and business owners.  Prior to joining the Private Bank, Mary was a Senior Manager at Deloitte & Touche LLC where she provided financial, estate tax, income tax and investment advisory services to senior executives and wealthy individuals.
 
Mary graduated from Pace University in New York City with a Bachelor’s degree in Accounting. In addition, she holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Trust and Financial Advisor (CTFA) certification which is sponsored by the ABA Institute of Certified Bankers.
 
Mary is past president and current member of the Estate Planning Council of Lower Fairfield County. Mary is also a member of the American Institute of Certified Public Accountants.
 

Note: Mary does not provide tax or accounting advice in her role at Bank of America Private Bank.

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

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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.

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.