Philip Cole

Vice President, Private Client Associate

Professional Profile

Philip Cole is a Vice President and Private Client Associate with Bank of America Private Bank in Kansas City, Missouri. Philip works closely with clients to address a range of wealth management needs. He leads a team of locally based specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending and philanthropy.

Philip joined Bank of America Private Bank (formerly U.S. Trust) in 2017. Prior to his current role, he spent two years as a Portfolio Manager within the Private Bank. In this capacity, he gained valuable experience designing tailored investment strategies to pursue clients’ professional and personal objectives. Previously, he served as an operations manager for RTS Financial, a division of Shamrock Trading Corporation, where he provided financial services to businesses in the freight and transportation industries. Philip earned his B.S. in finance with a minor in Economics from the University of Kansas and holds the Chartered Financial Analyst® (CFA®) designation.

Committed to the Kansas City Community, Philip sits on the board of Kansas City Shock Athletics, serves on the young advisory board of KidsTLC, and is an active member of the Kansas City Downtown Rotary Club. In his spare time, he enjoys skiing, golfing and spending time with his “little” through the Big Brothers Big Sisters organization.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. 

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

Brooke A. Christy

Senior Trust Officer

816.292.4430

Jeffrey D Keiser

Wealth Strategies Advisor

314.466.4415

Eric A Huntley

Private Client Manager

816.292.4348

Daniel (D. Scott) S Simmons

Portfolio Manager

816.292.4353

Keara Williams

Portfolio Manager

816.292.4328

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 (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.