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.
Mitzi E Mulloy
Senior Vice President, Senior Trust Officer
Mitzi E. Mulloy is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in the Winter Park, Florida office. Mitzi oversees client's trust and investment management relationships and is also responsible for engaging new relationships. She coordinates with portfolio managers to determine and design personalized investment objectives to help meet client's needs.
She consults with attorneys and accountants for estate and tax planning for mutual clients. Mitzi has been in the trust and estate planning field since 1987.
Mitzi joined Bank of America (formerly U.S. Trust) in August 2012. Prior to joining Bank of America Private Bank, she worked at Sawyer & Sawyer, P.A., a local elder law firm, in the areas of probate, trust administration and guardianships. Mitzi earned her Bachelor of Science degree from George Mason University and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Mitzi is a member of the Central Florida Estate Planning Council. Highly active in her community, Mitzi is active in volunteering at the Coalition for the homeless in Orlando, Florida.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.