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.
Rick Glover is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Melville, New York. In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients in establishing their goals and objectives, developing an appropriate overall strategy, formulating and implementing recommendations, conducting regular reviews to work with clients and help them to monitor the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, retirement, and multi-generational strategies from risked based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank, Rick worked at HSBC with various responsibilities managing trust and investment client portfolios. He also served as a member of the Investment Policy Committee.
He earned his B.A. degree in political science and sociology from St. Lawrence University.
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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.