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.
Mimi Abbo is a Vice President and Private Client Manager with Bank of America Private Bank in San Diego, California. Mimi takes a collaborative approach to wealth management for high- and ultra-high-net-worth clients, including families, individuals and business owners to address a range of wealth management needs. She leads an experienced team of locally based specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
Mimi is responsible for identifying her clients' needs, providing guidance and coordinating with the appropriate professionals within Bank of America and its affiliates to support their overall wealth management strategy. She is committed to always exceeding her clients’ expectations by putting their best interests first and building lasting relationships by working diligently and proactively on each client's behalf.
Prior to joining the Private Bank (formerly U.S. Trust) in 2014 as a Private Bank Associate, Mimi served as a Vice President and Financial Center Manager at the Rancho San Diego location for seven years. In that role, she worked directly with the community and business owners helping them to manage their banking, business, and credit needs. She then transitioned to a Mortgage Loan Coordinator for two years. She began her career at Bank of America in 2007.
A proud San Diegan for more than 38 years, Mimi resides in Rancho San Diego with her husband, Alan, and their two children, Mia and Cruz.
Mimi has a bachelor’s degree in organizational management.
- Ashford University
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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.