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.
Michelle Weinstein is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Newport Beach, CA. In this role, she provides wealth management guidance, helps clients and families pursue their financial and personal goals, and creates customized strategies in support of these goals. As part of the conversation with clients, Michelle focuses on wealth preservation, legacy building, and wealth transfer, inter-generational planning, financial and estate planning, risk management, philanthropy, planning for business owners and executives, and retirement strategies.
Prior to joining the Private Bank, Michelle worked as an attorney in a nationally recognized Trusts and Estates section of a full-service law firm. Michelle is admitted to the California Bar, Texas Bar, and is a member of the California Bar Association.
Michelle received her B.A. in English literature from the University of California, Los Angeles, her law degree and a certificate in dispute resolution from Pepperdine University School of Law, and her LL.M. in Taxation from New York University School of Law.
Michelle does not provide legal, tax nor accounting advice in her role at Bank of America Private Bank. You should consult your legal and/or tax advisors before making any financial decisions.
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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.