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 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.
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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.