Rocky Fittizzi

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Rocky is a Senior Vice President and Wealth Strategies Advisor in the Upstate New York Financial Counseling Services Division at Bank of America Private Bank.  In this role, Rocky provides financial planning and estate planning guidance to high-net worth individuals, corporate executives and closely-held business owners, with respect to their retirement, estate, income tax, investment and insurance planning needs.  Rocky addresses our high-net worth client’s financial and estate planning needs by performing a variety of analyses, creating specific recommendations based on those analyses, and integrating the recommendations into a holistic plan designed to achieve our clients' goals.

Rocky joined Bank of America Private Bank (formerly U.S. Trust) in 2008.  Prior to that, Rocky spent five years at the Ayco Company, L.P., the Financial Counseling Subsidiary of Goldman Sachs & Company.

Rocky holds a BA Degree from Princeton University and a juris doctorate from Albany Law School. 

Note: Rocky does not provide legal or tax advice in his role at Bank of America Private Bank.

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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.

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.