Matt Moore

Senior Vice President, Private Client Manager

Professional Profile

Matt Moore is a Senior Vice President and Private Client Manager at Bank of America Private Bank, with over 15 years of experience assisting high net worth individuals and families with wealth management strategies. Matt is responsible for understanding clients’ unique needs, providing guidance, and coordinating with the appropriate specialists within Bank of America Private to help devise and implement a comprehensive wealth management strategy. This includes investment management, wealth structuring, customized credit and preferred banking. Matt is the credit specialist on the team, pulling from a wide variety of channels to structure complex strategies that are designed to fit clients needs.

Matt earned his BBA from Temple University in Philadelphia, with concentrations in Marketing and Finance. Prior to joining the Private Bank, Matt spent 7 years at Merrill managing a team of credit specialists across Eastern Pennsylvania, Southern New Jersey, and Delaware. He also spent 6 years at UBS Financial Services as an Investment Associate where he assisted clients with implementing a wide variety of solutions. Matt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He resides in Fort Washington, PA and is a member of the Montgomery County Estate Planning Council.

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

EDUCATION

  • Temple University

ORGANIZATIONS

  • Montgomery County Estate Planning Council

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

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.