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.
Matt Lynch is a Managing Director and Private Client Advisor with Bank of America Private Bank in Seattle, Washington. He assists ultra-high-net-worth clients who have created and inherited significant wealth. They include active and retired owners of family businesses, entrepreneurs, corporate executives, art collectors, generations of families, and non-profit organizations in the Northwest and across the country.
Matt leads and coordinates an experienced team of talented specialists who formulate a tailored wealth management strategy for each client across multiple disciplines – investment management, trust and estate planning services, liquidity-event and business succession strategies, philanthropy, and liability management. The team also helps clients with marine, aircraft and art lending.
Critical to Matt is appreciating what some clients define as the purpose of their wealth, their short- and long-term goals, and those family members for whom they may be responsible. By communicating frequently with both spouses and adult children whenever possible, he can more effectively develop potential solutions that address key objectives – which is especially important when a client’s life is in transition.
Matt joined Bank of America in 1981 and held management and relationship banking positions in the commercial and consumer banking divisions. He moved to the Private Bank (formerly U.S. Trust) in 1992. Matt is a former board member of The Seattle Repertory Theatre and past president of the board of Consumer Credit Counseling Services.
He holds a Bachelor’s degree in economics from Eastern Washington University. Matt and his wife, Kim, have two adult children and three grandchildren. In addition to playing golf and fly fishing, Matt puts a premium on spending time with his growing family – especially, at their lake cabin.
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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
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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.