Meg Winter

Margaret A Winter

Senior Vice President, Private Client Manager

Professional Profile

Meg Winter is a Senior Vice President and Private Client Manager with Bank of America Private Bank in San Francisco.  She is the primary point of contact for existing clients.  Meg’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives within Bank of America Private Bank’s platform of extensive resources to support each client’s overall wealth strategy.  While developing new client relationships and helping to ensure a professional and personal client experience, Meg is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Meg joined Bank of America Private Bank (formerly U.S. Trust) in 2001.  Her career with Bank of America began in 1987 in the Corporate Banking Division where she was a lender within specialty industry groups.  She transitioned into providing corporate finance advice for middle market companies, eventually working as a Managing Director for Banc of America Securities, LLC.  Meg holds a B.S. in Business Administration with a major in Accounting from Gannon University in Pennsylvania.

Meg previously served as a Community Director for the Preservation Society of the Sausalito Woman’s Club.

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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.