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.
Senior Vice President, Wealth Strategies Advisor
Meghan Oldis is a Senior Vice President and Wealth Strategies Advisor for the Executive Client Coverage team at Bank of America Private Bank in Charlotte, North Carolina. Meghan is responsible for developing and implementing customized strategies to assist corporate executives with multiple aspects of their financial lives: cash flow and lifestyle planning, retirement planning, concentrated stock management, benefit and equity compensation planning, gift and estate planning, and charitable giving.
Meghan supports executives throughout the lifecycle of their careers, helping them uncover possible efficiencies in managing their wealth while pursuing a more secure financial future for themselves and their loved ones. Her direct experience with senior executives has provided her with extensive insight into tax efficiency and risk mitigation, sensitive to the unique circumstances of each individual and family.
Meghan began her wealth management career in 2001. Prior to joining Bank of America Private Bank in 2019, she spent more than 14 years with Wells Fargo Private Bank, ultimately serving as a Senior Wealth Planner for the Carolinas Market, where she advised high-net-worth individuals and business owners. Her experience also includes a tenure as a Senior Associate in the Personal Financial Services group at PricewaterhouseCoopers in Washington, D.C. Meghan earned her B.B.A. in Accounting from The College of William & Mary and holds her Certified Public Accountant license in North Carolina and Virginia. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Meghan is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and the Charlotte Estate Planning Council.
In her free time, Meghan enjoys traveling as well as training and participating in running, biking and triathlon events.
In her role at Bank of America Private Bank, Meghan does not provide tax or legal advice.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.