Michele L Elliott

Senior Vice President, Private Client Manager

Professional Profile

Michele Elliott is a Senior Vice President and Private Client Manager at Bank of America Private Bank.  Her role is to help clients and their families identify their needs and goals and to collaborate with a team of professionals within Bank of America Private Bank to deliver integrated, ongoing advice through wealth management, trust and estate planning, investment management, philanthropic planning, family education, and customized credit and banking services.  Through this team-based approach, Michele helps support clients in growing, preserving, and transferring their wealth more effectively.

Michele joined Bank of America Private Bank (formerly U.S. Trust) in 2009.  Michele has been supporting the needs of high net worth individuals and their families since 2001.  Prior to assuming her current role, she was a client manager with Merrill Private Wealth Management (formerly the Premier Banking & Investments Group). 

She earned her Bachelor of Science in Applied Management from Grand Canyon University and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.



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

LANGUAGES

  • English

EDUCATION

  • Grand Canyon University

Let's Have A Conversation

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.