Rob Brewer

Managing Director, Private Client Advisor

Professional Profile

Rob Brewer is a Managing Director and Private Client Advisor with Bank of America Private Bank. He has been with Bank of America since 2002 and has advised wealthy families for more than 20 years. Rob and his partner, Dan Duke, lead a team of experienced wealth management specialists entrusted with overseeing more than $2.73 billion of client balances (as of December 2019).

Rob believes in a collaborative team approach paired with the substantial resources of the Private Bank to serve the complex financial needs of families with multi-generational wealth.  His team has extensive expertise exit planning for business owners, liquidity event planning for C-Suite executives, advising on debt strategies for liquid real estate investors and supporting the specialized needs of family offices. Rob and his team provide customized investment management, trust and estate planning, lending, business succession planning, and philanthropic services. He and his team are committed to simplifying the complexities of wealth, prioritizing financial goals, and establishing a road map for each family to help bring meaning to their wealth.

Rob holds a Bachelor’s degree in International Studies & Spanish from University of the Pacific. He attended The University of Chicago Booth School of Business where he earned a Certified Private Wealth Advisor® professional designation. Rob is a board member of the Rotary Club of Bellevue. As chair of the club’s adoption program, he organizes events that help foster kids find their forever family. Rob resides in Seattle with his wife, Kelly, and their two daughters. All avid snow and water skiers, they enjoy traveling and volunteering in their community.

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.

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

Jean-Pierre (JP) Green

Private Client Manager

425.467.9803

Laura S Jones

Private Client Manager

425.467.9714

Richard N Stice

Portfolio Manager

206.358.3342

Jennifer Flewelling

Portfolio Manager

206.358.3250

Alicia G. Bennett

Portfolio Manager

425.467.9774

Richard L Powell

Senior Trust Officer

253.310.4586

Amelia E Heath

Senior Trust Officer

206.358.3375

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Daniel K Chang

Portfolio Manager

206.358.3253

Key Contacts

Melissa S Gray

Private Banking Associate Team Lead

425.467.9808

Elizabeth (Liz) Rhoton

Private Banking Associate I

425.467.9799

Rachel M Miller

Private Banking Associate II

425.467.9779

Dominic Impala

Private Banking Associate I

425.467.9749

Barbara A Doyle

Administrative Assistant III

425.467.9701

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 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.