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Michele L Elliott

Senior Vice President, Private Client Manager

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Professional Profile

Michele Elliott is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Scottsdale, Arizona. She works closely with high-net-worth individuals and their families, business owners, and C-suite executives to help optimize and manage their wealth.

Michele’s approach to client service is high-touch, personal, and team-based. She coordinates with professionals throughout the Private Bank to design and deliver integrated wealth management solutions tailored to each client’s goals. These may include investment management, wealth transfer and business succession planning, philanthropic solutions, trust and estate planning services, next-generation financial education, customized credit and lending, and preferred banking.

Michele has more than 25 years of financial services experience. Prior to joining the Private Bank (formerly U.S. Trust) in 2009, she was a client manager with Merrill Private Wealth Management (formerly the Premier Banking and Investments Group). Michele is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated from Grand Canyon University with a B.S. degree in applied management.

An Arizona native, Michele enjoys the outdoors, supporting her local sports teams, and spending time with family.

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

EDUCATION

  • Grand Canyon University

LANGUAGES

  • English

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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.

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.