Michael J. Moyer

Professional Profile

Mike Moyer is a Senior Vice President, Wealth Strategies Advisor with Bank of America Private Bank in Raleigh, North Carolina.  Mike works with high-net-worth individuals, families and business owners, providing them with multigenerational planning advice designed to help preserve and protect their wealth. He seeks to understand clients' personal and business goals and to provide customized service and solutions to help clients achieve their dreams and vision for family legacy planning and/or business transition planning.  

Mike has over fifteen years of experience in advising families of significant wealth.  From 2009 to 2016, he practiced law with firms in Philadelphia, New York and New Jersey.  As an attorney, Mike focused his practice on sophisticated estate and trust planning, business succession planning, and tax for high-net-worth clients, often focusing on planning for owners of closely held businesses and significant real estate investments.  He was frequently engaged in multigenerational planning, including sophisticated lifetime trust and entity planning, and involvement with family office structures.  Prior to joining Bank of America Private Bank in 2024, Michael served as a senior vice president, senior wealth strategist for nearly eight years with a national bank and trust company headquartered in Pennsylvania, advising clients with respect to their business transition planning, wealth planning, and estate and trust planning.

Mike earned his LL.M. in Taxation and specialization in estate planning from Temple University Beasley School of Law, his J.D., cum laude, from Duquesne University Kline School of Law, and dual B.S. and B.A., cum laude degrees from the University of Pittsburgh.  

Mike is admitted to practice law in North Carolina, New York, New Jersey, and Pennsylvania as well as the U.S. Tax Court.  He is a member of the North Carolina State Bar Association and its Estate Planning & Fiduciary Law section.  Mike also serves on the Board of the Wake County Estate Planning Council, and is a member of the Philadelphia Estate Planning Council.  He has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification, as well as the Certified Trust and Fiduciary Advisor (CTFA), and Certified Exit Planning Advisor (CEPA) designations.  

On a personal note, Mike enjoys spending time with his wife and four children, and helping coach various athletic endeavors that his children are involved with including travel baseball and soccer.  He enjoys travel, running half-marathons, and spending time at Wrightsville Beach, N.C. whenever he can.  He enjoys giving back to the Raleigh area through volunteering and community involvement.  

In his role at Bank of America Private Bank, Mike does not provide tax or legal advice.



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