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.
Senior Vice President, Private Client Advisor
Paulette Callas is a Senior Vice President, Private Client Advisor and Institutional Client Advisor with Bank of America Private Bank in Conshohocken, Pennsylvania. She has more than 28 years of banking experience managing customized, multi-faceted relationships. She works closely with institutional leaders, individuals, and families, tailoring her approach to match their financial priorities. A veteran team leader, she works with locally based specialists at Bank of America Private Bank to deliver integrated wealth planning strategies, investment management, credit, trust and estate services, and philanthropic guidance. Paulette connects clients to Bank of America Private Bank’s extensive resources to support their long term goals. She aims to understand the unique dynamics of each relationship and offers a personalized, thorough and systematic approach.
Prior to joining Bank of America Private Bank Paulette spent 25 years with Wells Fargo and predecessor banks, most recently as Senior Vice President and Senior Relationship Manager, overseeing client relationships with privately held businesses, universities, museums and foundations. During that time, she managed Wells Fargo’s commercial Women’s Market Growth Initiative for Pennsylvania and Delaware. She also served 15 years in the Global Financial Institutions Group of First Union National Bank and Wachovia Bank in senior roles across the Americas and Asia, including three years managing the Manila Representative Office in the Philippines. She earned her B.A./B.S. in philosophy and business administration from Rosemont College.
Paulette and her husband live in Jenkintown, Pennsylvania, with their two sons. She currently serves on the Chairman’s Advisory Council of the World Affairs Council of Philadelphia and the Corporate Executive Board of the Philadelphia Museum of Art. She is also active in the Jenkintown community and School District.
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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
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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.