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.
Vice President, Wealth Strategies Advisor
Ryan M. McConnell is a Vice President and Wealth Strategies Advisor at Bank of America Private Bank in New York City. Ryan strives to identify tax, estate and financial issues that can have an impact on a client’s lifestyle, business interests, children and grandchildren and the legacy they wish to leave. Whether he is helping a family with the challenges of preserving multi-generational wealth or an entrepreneur with a company valuation, Ryan is dedicated to offering thoughtful guidance driven by his financial analyses and familiarity with legal issues.
Ryan is committed to building a personal relationship with his clients and strives to maintain a deep understanding of their family priorities, lifestyle expectations and estate plans. When a business or real estate opportunity arises, or a significant event occurs in their family, such as an illness, divorce or marriage, Ryan can step in quickly to offer a 360° assessment of the possible impact on their overall financial goals, tax liability, family trusts and estate. If there are questions clients should be asking, Ryan wants to be the first person they consult. He can examine an issue from various angles and conduct a more in-depth analysis before pointing clients to the proper outside professionals to seek the advice they may need.
Ryan joined Bank of America Private Bank in 2019 from Wells Fargo Bank. Prior to that, he was in private practice with a boutique tax, trust and estate law firm in Baltimore, Maryland. He is a graduate of The Johns Hopkins University with a bachelor’s degree in economics. Ryan received his J.D. and LL.M in tax from The University of Baltimore School of Law where he also earned his Estate Planning Certification.
Ryan resides in New York City and enjoys fly fishing when he has the time to travel outside of the city. He has also volunteered his time to Habitat for Humanity.
Ryan does not provide legal or tax advice in his role at the Private Bank. Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.