Nanette (Nan) M Salley-Gudaitis

Managing Director, Private Client Advisor

Professional Profile

Nan Salley is a Managing Director and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. She and her partner, Stephen Drake, have been catering to the needs of business owners, corporate executives, their families and foundations throughout Southern California since 2002. Today, Nan and her team currently oversee approximately $4.0 billion in client balances (as December 2019).

Tailoring her disciplined approach to match her clients’ unique financial priorities, Nan connects them to the extensive resources at Bank of America. To aid her in addressing their often-dynamic situations, she works with a dedicated team of specialists with experience in trust and estate planning services, wealth structuring, sophisticated credit and lending solutions, investment management, and philanthropic guidance.

Having served multiple generations of families, Nan has the knowledge, resources and experience to help clients transfer their wealth, fulfill philanthropic goals, minimize wealth transfer taxes, and handle their trusts and estates with the highest level of professionalism and sensitivity.

Nan began her banking career at Bank of America in 1989. Prior to joining Bank of America Private Banking (formerly U.S. Trust) in 1997, she served in various capacities in finance and management for the Bank’s business banking division. Nan earned a Bachelor’s degree in Economics/Business from University of California Los Angeles and an M.B.A. from the University of Southern California Marshall School of Business. She holds the Chartered Alternative Investment Analyst (CAIA®) and Certified Trust and Financial Advisor (CTFA) designations.

Nan currently serves on the board of directors for the Long Beach Symphony and has held similar positions for organizations throughout Los Angeles for the past two decades. She and her husband reside in Palos Verdes Estates, California.
 

*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
*Certified Trust and Financial Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.

Key Contacts

Elisa T Kevorkian

Private Banking Associate II

213.861.5271

Jason Gaskin

Private Banking Associate I

213.861.5272

Alfonso M Jimenez

Private Banking Associate I

213.861.5120

Ana Davila

Private Banking Associate I

213.861.5270

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 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.