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.
Bobby Lawrence is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Charlotte, North Carolina. Bobby works closely with high-net-worth and ultra-high-net-worth individuals and families, connecting them to the capabilities that can advance their priorities more effectively. He offers the knowledge and acumen he has gained from supporting an accomplished clientele, orchestrating large-scale initiatives on their behalf and fostering a high-performing culture dedicated to creating a preeminent client experience.
Clients from varied paths look to Bobby and his team for assistance, including private real estate investors, hedge fund and private equity principals, family-owned businesses, and multi-generational families. He relies on a vast network of contacts within the Bank to expedite answers to client requests and pinpoint impactful capabilities, enterprise wide. Committed to client ease and convenience, Bobby looks to create a seamless experience, leading time-sensitive initiatives with characteristic diligence and follow-through.
Formally credit trained, Bobby is skilled in devising creative solutions for clients who have complex lending needs. He provides end-to-end oversight of the lending process, keeping clients closely apprised of the status of their lending requests while accessing the highest levels of decision-making at the Bank. His areas of focus include residential and commercial real estate financing, as well as customized credit for art, air, and marine lending.
Bobby has worked at Bank of America since 2010. Prior to his current role, he served as a Structured Credit Manager and Underwriter covering the Private Bank. He earned his B.S. in business administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, and his M.B.A. from the University of North Carolina at Charlotte.
Bobby and his wife reside in Charlotte, North Carolina, with their two young daughters.
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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.