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.
Paul Williams is a Senior Vice President and Private Client Manager at Bank of America Private Bank, based in Scottsdale, Arizona. He focuses on building close client relationships with a diverse group of business owners, entrepreneurs, C-suite executives, and multigenerational families in Arizona and California.
By getting to know clients well, Paul can assist them with day-to-day liquidity management needs as well as strategic banking and credit solutions. As their primary point of contact with a Private Bank team, he can also connect them with a range of wealth management offerings from wealth planning and investment management strategies to trust and estate planning services.
Paul began working at Bank of America in 1997, while he was still in college. Prior to joining the Private Bank (formerly U.S. Trust) in 2014, he supported the financial needs of high-net-worth individuals and their families at Merrill Lynch Wealth Management. A graduate of the Arizona State University with a bachelor’s degree in business economics, he also earned a Master of Business Administration degree with a concentration in international business at the university’s W.P. Carey School of Business. Paul is a Certified Private Wealth Advisor® professional.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
- Arizona State University
- Arizona State University, W.P. Carey School of Business
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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.