Matthew L McDaniel

Senior Vice President, Private Client Manager

Professional Profile

Matthew McDaniel is Senior Vice President and Private Client Manager at Bank of America Private Bank (formerly U.S. Trust)- Little Rock, Arkansas. He works closely with
high net worth clients to develop tailored wealth management strategies that reflect their personal priorities. Matt is skilled in helping families resolve the financial complexity that can accompany significant wealth. Working in concert with other Private Bank specialists, Matt addresses a range of client needs: investment management, trust and estate planning services, customized banking and financing, and philanthropy.

Matt leverages the expansive resources of Bank of America Private Bank to streamline a client’s financial life, addressing day-to-day issues and long-term initiatives. Matt is closely attuned to the particular family circumstances, preferences and priorities of each client. He is a central hub for client communications, orchestrating coordinated effort across a client’s Private Banking team. Matt also spearheads clear communication with a client’s external tax and legal advisors, as appropriate, facilitating a synergy of effort.

Matt has been an investment and banking advisor to high net worth clients for 20 years and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards. He received a Finance degree from the University of Central Arkansas and is a resident of Little Rock.

Matt has been involved, volunteers, and leads at Arkansas organizations including: Fellowship Bible Church, Boys and Girls Clubs, Big Brothers Big Sisters and Pulaski Academy.


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

EDUCATION

  • University of Central Arkansas

ORGANIZATIONS

  • AR Foodbank
  • Big Brothers Big Sisters
  • Boys and Girls Clubs of Central AR
  • Fellowship Bible Church
  • Pulaski Academy

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.