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.
Morgan J Lynch
Vice President, Private Client Advisor
Professional Profile
Morgan Lynch is a Vice President and Private Client Advisor with Bank of America Private Bank in San Francisco, California. Morgan provides customized advice and guidance to clients in the greater Bay Area, streamlining multiple aspects of their financial lives and legacies. A skilled listener, he takes significant time to develop an accurate understanding of clients’ needs, preferences and objectives, forging a deep connection to clients and their family members.
Morgan leads a team of locally based specialists, who work in concert to uncover possible efficiencies in integrated disciplines: investments, trust and estate planning services, business and succession planning, credit and lending, and charitable giving. He develops an in-depth analysis of a client’s family, business, and philanthropic priorities, while leveraging the expansive capabilities and intellectual capital of the Bank. Morgan recognizes the precious nature of client trust and testifies to each client’s importance through his ongoing diligence and care. He savors a dynamic connection with the individuals and families he serves, refining his approach based on their evolving interests, aspirations, and values.
Morgan began his financial services career in 2007. Prior to his role with the Private Bank (formerly U.S. Trust), he was a Relationship Manager and Mortgage Consultant in San Francisco. His extensive knowledge of both assets and liabilities, coupled with his ability to simplify complexity, allows him to provide clients with tailored investment offerings and financial strategies. He earned his B.A. in English Literature from San Francisco State University.
Morgan resides with his family in Daly City, California. He enjoys spending time with his wife and is an avid reader with a love for all literature.
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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.
