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.
Robert Drouin is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Boston, Massachusetts. He welcomes the opportunity to help clients and their families seek ways to grow, preserve and transfer their wealth most effectively. Robert serves in an advisory role to help analyze clients’ current tax situations, estate, gifting and charitable plans, investment portfolios, retirement plans and executive compensation arrangements. (Robert does not offer tax or accounting advice in his role at Bank of America Private Bank.)
Drawing on his years of experience as a Certified Public Accountant, Robert has developed a thoughtful understanding of the issues that can impact the financial lives of private business owners, private equity principals and public company executives. He utilizes his unique perspective and collaborates with clients’ advisors on tax minimization strategies, business exit planning, executive compensation and wealth transfer strategies.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2005, Robert worked for PricewaterhouseCoopers in its personal financial services group where he supported the tax planning, trust, and estate planning needs of individual clients and their families.
Robert earned his bachelor’s degree in mathematics, his master’s degree in professional accountancy and his master’s degree in taxation from Georgia State University. He is a member of the American Institute of Certified Public Accountants’ Personal Financial Planning Division, the Massachusetts Society of Certified Public Accountants, and Boston Estate Planning Council.
Robert and his wife, Tracy, live with their three children in North Andover, Massachusetts. In his spare time, he enjoys coaching youth hockey and lacrosse.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.