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.
Rob Brewer is a Managing Director and Private Client Advisor with Bank of America Private Bank in Bellevue, Washington. 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 $3.84 billion of client balances (as of May 1, 2023).
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 and Spanish from University of the Pacific. He is a Certified Private Wealth Advisor® professional.
Rob is a board member of the Rotary Club of Bellevue. As a former chair of the club’s adoption program, he organized events that helped 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 that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]
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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.