Patricia (Tricia) M Shannon

Senior Vice President, Private Client Advisor

Professional Profile

Patricia Shannon is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charleston, South Carolina. Tricia welcomes the opportunity to help multiple generations of ultra-high-net-worth families simplify the complexities of their financial lives and seek ways to grow, preserve and transfer their wealth most effectively.

Passionate about understanding each client’s unique story, Tricia spends considerable time asking questions to help uncover and address potential gaps in their wealth management strategies. Taking an integrated view of all of their resources, she tailors her approach to match her clients’ multifaceted financial priorities.

To aid her in addressing clients’ often-dynamic situations, Tricia draws not only on her own knowledge, but on a dedicated team of specialists with deep experience in wealth structuring, investment management, credit and lending solutions, asset management, trust and estate planning services, and philanthropic opportunities.

Tricia began her financial services career at Bank of America in 1975 as a commercial loan officer in Los Angeles, working with small community businesses and middle-market companies. She later transitioned to the bank’s training department where she was responsible for recruiting and developing new commercial lending relationships. Previously, she worked in the professional and personal banking group, supporting the wealth management and banking needs of individual clients. She joined the Private Bank (formerly U.S. Trust) in 1985. Tricia earned her Bachelor’s degree from California State University, Los Angeles.

Active in the local Charleston community, Tricia volunteers with Lowcountry Food Bank, One80 Place, and Habitat for Humanity. In her spare time, she enjoys playing golf.

EDUCATION

  • California State University at Los Angeles

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

Samuel (Mark) Mark Munn

Private Client Manager

843.579.5501

Sarah McDuffie Dart

Senior Trust Officer

843.579.5597

Brian Zachary Fuqua

Portfolio Manager

843.579.5507

Mark J. Green

Portfolio Manager

843.579.5506

Dylan Koehle

Portfolio Manager

843.579.5505

Kimberlee (Kim) A Wilkerson

PWM Market Executive

803.255.7476

Brett Andrew Bluestein

Wealth Strategies Advisor

843.579.5516

Tom Lawson

Senior Institutional Sales Director

336.714.4886

Key Contacts

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.