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
Morris Clarke is a Managing Director and Private Client Advisor in the Washington, D.C. office of Bank of America Private Bank. Morris works with high- and ultra-high-net-worth individuals, families, and select not-for-profit institutions to design, develop, and implement customized wealth management strategies. He focuses on helping wealth creators, including entrepreneurs and business owners, navigate critical junctures in their financial lives. Morris recognizes that managing wealth is not a short-term pursuit. He helps clients design strategies aimed at preserving and growing wealth and leaving a legacy for future generations that conveys vision and values as well as capital.
Together with a team of specialists, Morris crafts detailed wealth management offerings that respond to a range of goals. These include strategies for investment management, liquidity events and philanthropy; trust and estate planning services, family office services, and credit and lending solutions.
Morris joined the Private Bank (formerly U.S. Trust) in 2019 from J.P. Morgan Private Bank, where he served high-net-worth individuals, families, foundations and endowments in Virginia, Maryland and Washington, D.C. His previous experience includes roles at Goldman, Sachs & Co. and Ernst & Young, LLP. He does not provide tax advice in his role at the Private Bank.
Morris graduated from North Carolina A&T State University with a B.S. degree in electrical engineering. He holds an MBA degree from the University of North Carolina Kenan-Flagler Business School.
In the community, Morris serves on the board of the Inspired Teaching Demonstration School in Washington, D.C. and is an active member of the Brookings Council. He lives in the Chevy Chase neighborhood of Washington, D.C. with his wife, Kalena, and their children, Aaron, Bailey and Chandler.
- Inspired Teaching Demonstration School - Board Member
- The Brookings Institute - Brookings Counsel
- North Carolina A&T State University
- University of North Carolina at Chapel Hill
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.