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.
Managing Director, Private Client Advisor
Morgan E. Kennedy is a Managing Director and Private Client Advisor at Bank of America Private Bank in Dallas, Texas. She manages a team that focuses on delivering customized guidance and potential solutions to wealthy individuals, families, family offices, and foundations. Through investment management, credit, banking and wealth structuring/planning, Morgan works toward providing comprehensive strategies to help meet clients’ financial needs.
Morgan has been with Bank of America for over 20 years, and has over 24 years of experience in the financial services business. Prior to joining Bank of America in 2002, she worked at a competitor firm in the Corporate Finance and Mergers and Acquisitions divisions.
Morgan received her B.S. in business administration with a concentration in finance from Georgetown University, where she minored in Spanish. Morgan serves on the Foundation Board of Girls Inc. of Metropolitan Dallas, and is a sustaining member of the Junior League of Dallas. Additionally, she volunteers her time for many auxiliary boards and host committees and her childrens' schools.
- Georgetown University - McDonough School of Business
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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.