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Ryan McConnell

Vice President, Associate Wealth Strategies Advisor

Professional Profile

Ryan M. McConnell is a Vice President and Associate Wealth Strategist at Bank of America Private Bank. In this role, he is responsible for providing holistic and objective financial and estate planning advice and strategies to high net worth individuals and families. He focuses on complex wealth transfer planning, retirement and cash flow modeling, business succession and exit strategy planning as well as philanthropic planning. His work includes coordinating with clients’ advisors and conducting periodic reviews to help clients in monitoring their progress.

Prior to joining Bank of America Private Bank, Ryan was a Senior Fiduciary Advisor with Wells Fargo Bank, N.A. in Washington, D.C., where he was responsible for managing and overseeing the legal administration activities of the Trusts and Estate for high net worth clients.  He previously held a partnership position with a boutique tax, trusts and estate law firm Baltimore, Maryland.

Ryan earned his Juris Doctorate and Masters in Law (LL.M) in Taxation from the University of Baltimore School of Law.  He earned his Bachelor of Arts degree in Economics from The Johns Hopkins University. He also holds a Certificate in Estate Planning issued by the University of Baltimore School of Law.

Ryan does not provide legal or tax accounting 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.