Nancy Barrett

Senior Vice President, Private Client Advisor

Professional Profile

Nancy Barrett is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in San Francisco. Drawing on more than 25 years of experience, Nancy caters to the needs of wealthy individuals and multi-generational families, helping them advance their financial objectives through a more purposeful and directed approach. She has significant experience advising entrepreneurs, senior executives, real estate investors, private equity principals, and venture capitalists about multiple facets of their wealth.

An experienced team leader, Nancy connects clients to the resources and capabilities that align with their distinctive needs, guiding effective collaboration across a team of in-house specialists. Together, they look to uncover possible efficiencies in investment management, wealth transfer, business succession planning, pre- and post-liquidity-event planning, credit and banking, and philanthropy. Committed to the unique circumstances of each relationship, Nancy leads a highly tailored approach centered on the well-being of each person and family.

Prior to joining the Private Bank (formerly U.S. Trust) in 2010, Nancy was a Financial Advisor with the Private Client Group at Bernstein Global Wealth Management.  Her career also includes tenures with Standard & Poor’s Equity Research Group, where she developed asset management programs for large investment services firms; Thomson Financial, where she implemented electronic trade-settlement programs for large buy-side institutions; and Scudder Investments in Boston, where she began her career in 1990 as a Relationship Manager.  She holds a B.A. in Economics with a dual major in Business Management from Westfield State University in Massachusetts.

Nancy has served on the advisory board of the Leo T. McCarthy Center at the University of San Francisco since 2013 and is a former board member of Women’s Initiative for Self-Employment (WISE) and the National Association of Women Business Owners.

Our Team

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

Jonathan C Herpel

Market Investment Executive

415.627.2146
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Daun L Stallons

Senior Trust Officer

415.913.5324
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Robert Wallace

Wealth Strategies Advisor

415.913.3400

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.