Penelope Blair

Senior Vice President, Private Client Manager

Professional Profile

Penelope Blair, a Senior Vice President and Private Client Manager with Bank of America Private Bank, works with a team managing loans, investments and deposits for families in the South Florida area and throughout the country. Penelope assists in fulfilling client needs and implementing financial strategies by providing guidance to clients with banking and credit needs, as well as day-to-day liquidity management services and wealth transfer planning discussions.

Penelope has worked for Bank of America for over 25 years and joined private banking in 1994. She began her career at the Bank as a lending specialist and then transitioned into the Trust Department for 10 years as a Trust Officer, focusing on Trust Administration and Estate Planning. Penelope received a Bachelor of Arts degree Cum Laude from Florida International University, majoring in Business Management and International Business. She graduated from the National Trust School, National Graduate Trust School with Honors and holds the Certified Trust Financial Advisor designation. Penelope is also a Leadership Broward Class XXIX Alumni.

Penelope is active in the South Florida Community through her involvement in PACE Center for Girls Broward as a board member. Was the Leadership Broward Class XXXII Chair and 2014 Fun Lunch Honoree, as well as the United Way of Broward Co-Chair representative for the 2014 Joint Tax and Estate Planning Seminar. She is active at First United Methodist Church in Ft. Lauderdale.

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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.