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.
Omar Siddiqui is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas.
Omar works closely with high-net-worth individuals, families, and private business owners to optimize and manage their wealth. He also insures that clients’ get the right advice needed to create a holistic wealth plan. By identifying a client's primary goals and needs, Omar alongside his team coordinates local resources and the national capabilities of Bank of America Enterprise to support clients in reaching their goals and objectives.
At Bank of America, Omar leads a team of Private Bank specialists who join forces to design and implement tailored financial strategies encompassing investment management, trust & estate planning services, liquidity event strategies, lending and philanthropy.
Omar has worked in the financial services industry for over 22 years. Before joining Bank of America Private Bank (formerly U.S. Trust until 2019), Omar served as Vice President-Private Banker at JP Morgan, where he managed the wealth management needs of high-net-worth executives, individuals and business owners.
Prior to that, Omar was a Senior Private Wealth Advisor at Deutsche Bank AG’s International Private Bank advising clients across Africa, Asia, Europe, and the Middle East.
Omar is currently an active member of West University Houston Rotary Club, part of Rotary International, a global non-profit organization, and is a member of South Asian Chamber of Commerce. He also serves on the Greater Houston Partnership and other membership organizations including Texas Asian Society, and the Italian Culture Community Center.
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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.