Meghan Oldis

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Meghan Oldis is a Senior Vice President and Wealth Strategies Advisor for the Executive Client Coverage team. Meghan is responsible for developing and implementing comprehensive strategies to assist Bank of America Private Bank’s corporate executive clientele in reaching their goals in cash flow and lifestyle planning, retirement planning, concentrated stock management, benefit and equity compensation planning, gift and estate planning and charitable giving. Meghan works with executives throughout their career lifecycle to help ensure their family financial wellness goals are achieved with a focus on tax efficiency and risk mitigation.

Meghan was a Senior Wealth Planner for the Carolinas Market of Wells Fargo Private Bank for over 14 years, advising high net worth individuals and business owners in the areas of tax and wealth planning. She also marketed Fortune 500 companies in the Mid-Atlantic area to provide wealth planning services as a benefit to their executives, worked with HR to develop planning programs to fit specific company and executive needs and delivered customized wealth plans to the executives.

Prior to Meghan’s role at Wells Fargo, she was a Senior Associate in the Personal Financial Services group at PricewaterhouseCoopers in Washington, DC. She provided tax compliance and consulting as well as developed stock option, retirement, investment and overall financial plans for high net worth individuals.

Meghan earned her Bachelor of Business Administration in Accounting from The College of William & Mary in Williamsburg, VA. She holds her Certified Public Accountant license in North Carolina and Virginia; however, she does not provide accounting or tax advice in her role with Bank of America Private Bank. She is also a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of the American Institute of Certified Public Accountants, NC Association of Certified Public Accountants and Charlotte Estate Planning Council. Meghan enjoys traveling as well as training and participating in running, biking and triathlon events.

*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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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.