Robert K Allendorf

Senior Vice President, Private Client Advisor

Professional Profile

Robert Allendorf is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Palo Alto, California. Robert works closely with high net worth individuals, families and business owners to help guide their wealth management planning. Robert leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, credit and lending, and personal philanthropy.

Robert has more than 25 years of financial services experience.  Prior to joining Bank of America Private Bank, Robert served as a Senior Vice President, Team Lead and Private Banker at City National Bank.  Robert has held a variety of additional finance roles, including a Senior Private Banking Relationship Manager at Northern Trust, a Private Banker at Wells Fargo, corporate finance and valuation services at Duff & Phelps, corporate and investment banking at Banc of America Securities, and financial advisory services at Ernst & Young.

Robert earned his MBA in Finance from Indiana University's Kelley School of Business, and his BA degree in Business Administration with an emphasis in Finance from the University of St. Thomas in St. Paul, MN, graduating with honors.  Robert also holds the Series 7 and Series 63 FINRA registrations.

An active member of Robert’s community, Robert has volunteer coached Little League Baseball and Middle School basketball in San Mateo.

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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 (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.