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.
Maryann Lyon, CTFA, is a Senior Vice President and a Private Client Manager with Bank of America Private Bank in Paramus, New Jersey. She has been with Bank of America for 28 years, and is currently the primary point of contact for existing clients, providing customized advice and guidance in multiple areas, including asset management, wealth transfer and credit, as well as trust and estate planning services. Maryann’s main objectives are to help identify clients’ needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank to help ensure a professional and personal client experience. Maryann is also focused on assisting high-net-worth clients and their multi-generational families with all aspects of their wealth. She also collaborates with a client’s external tax and legal advisors as appropriate, resulting in a more thorough and integrated approach to each client’s unique circumstances.
Maryann is actively involved in the Glen Rock community where she lives with her family.
Maryann Lyon holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
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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.