Michael Kenneth DiMuccio

Senior Vice President, Private Client Advisor

Professional Profile

Michael K. DiMuccio is a Senior Vice President and Private Client Advisor in the Boston office of Bank of America Private Bank. Michael works closely with high and ultra high net worth individuals and families throughout New England to discern, define and pursue the financial goals and priorities that are meaningful to them. Michael is a skilled listener. He begins his engagements by asking questions that help clients assess their financial lives relative to the outcomes they desire for their families, businesses and charitable interests. Michael then channels the extensive resources and intellectual capital at the Private Bank to help clients weigh options, make informed decisions, and enhance their financial lives.

Michael assembles a customized team of investment, banking, trust, wealth planning and philanthropic specialists as appropriate for each client, tapping the skills and experience that align with a client’s interests and needs. He orchestrates coordinated effort across this team, addressing multiple facets of significant wealth: investment management, concentrated and restricted stock management, wealth transfer, trust and estate planning services, charitable giving, customized lending, business succession and family wealth education. Michael has significant experience in advising business owners, entrepreneurs, senior corporate executives and affluent families.

Michael began his financial services career in 2001 at Citibank. He joined Bank of America Corporation in 2005. He holds a B.S.B.A. from Boston University with a concentration in Finance. He earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Michael also completed the Bank of America Private Bank Investment Management Growth Learning program at the Wharton School of the University of Pennsylvania. Michael is a member of the Boston Estate Planning Council.


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

Key Contacts

Emily Poltrack

617.434.1678

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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 (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.