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.
Parul Patel is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York City, New York. She works closely with a diverse group of high- and ultra-high-net-worth clients, helping them structure complex credit and lending opportunities, while offering access to leading specialists and analysts from around the world. Parul and her knowledgeable team of specialists also consult on philanthropic strategies and sophisticated investments designed to cater to each client's financial needs, while striving to make them feel recognized and appreciated.
As a member of a highly experienced wealth advisory team, she helps provide financial guidance for strategic banking and the liquidity needs of individual clients and institutions. Parul finds it rewarding to take the time to understand what her clients really think about their unique financial situations and cherished dreams, connecting them to the Private Bank's extensive resources and potential opportunities. She has worked with clients through the ups and downs of the markets, helping them build an investment portfolio while creating a legacy for their families and future generations.
Parul worked as a teller for Bank of America, gaining a strong sense that the Bank offered her the opportunity, as a minority woman, she was seeking. She joined the Private Bank in 2006, initially working as an administrative assistant, soon moving to sales associate, then taking intensive courses to become a Private Client Manager, serving in that role for six years.
She, her husband and twin daughters, reside in Old Bridge, New Jersey.
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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.