Robert Manners is Senior Vice President and Private Client Advisor with Bank of America Private Bank in Ponte Vedra Beach, Florida. Robert works closely with ultra-high-net-worth individuals, families, and non-profit organizations helping them manage their wealth and address risk in a thoughtful and strategic way. Robert is skilled in advising clients with distinctive needs, including hedge funds, private equity, and endowment funds. He also has extensive experience working with real estate professionals, corporate executives, business owners, entrepreneurs, and art collectors. As the leader of a client’s Private Bank team, Robert offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities, and specialists within the Private Bank. Together, the team can design and deliver personalized strategies for investment management and philanthropy, trust and estate planning services, and customized credit and lending solutions for a vast range of needs.
Robert starts by learning the priorities, values, and goals of each client. He centers his work around what is most important to each individual or family, advancing steady progress toward clear objectives. Robert then refines and tailors his approach based upon the dynamic interplay of each client’s personal and professional circumstances. He is skilled in directing effective communication and collaboration across the Bank of America enterprise.
Robert joined the Bank of America Private Bank (formerly US Trust) in 2021 and has been with Bank of America in various roles since 2007. Most recently, he was a Director and the Premium Elite Plus Division Manager for Merrill Edge, where he managed a team of Relationship Managers servicing high- and ultra-high-net-worth individuals, families, and businesses. Robert obtained his bachelor degree from the University of Florida where he graduated cum laude. Active in the community, Robert currently serves on the Board of Directors with the Cathedral Arts Project, a North East Florida nonprofit focused on delivering arts education to students in the Jacksonville, Florida area. He was named to the Bank of America Volunteer Honor Roll in 2019 and 2020.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
ChSNC®, CFP®