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.
Sam Munn is a Managing Director and Senior Trust Officer for Bank of America Private Bank in Greenville, South Carolina. He has been in the wealth management business since 1997, and his years of experience serve him well as he works to assist high-net-worth individuals and families with personalized trust and estate planning, as well as wealth transfer strategies. Sam takes a methodical approach in serving clients: he works closely with the Wealth Strategies team to prepare models and financial analyses, and with the portfolio managers to strategize on investment plans. This approach helps clients better prepare their estate plans. By coordinating the wealth transfer strategy and the investment strategy, he can help steer both toward the same goal for the client. In Sam’s approach, the details are important, and involve coordinating insurance reviews and tax planning, including income tax, gift tax, and estate tax planning. He also ensures that assets are properly titled and located tax-efficiently within clients’ plans. He approaches it as a puzzle to be solved on behalf of clients and their families.
Sam’s professional background in Trusts began in 2001, and he was an estate planning attorney in a private practice from 1997 to2001.
Sam earned his Juris Doctor in 1994 from The University of South Carolina School of Law, and his Bachelor of Arts in Political Science in 1992 from Clemson University.
Sam’s extracurricular activities revolve around his local church, where he’s served on the deacons, personnel committee, school board, and the constitution revision committee. He currently serves as an elder.
He and his wife relocated to Greenville, South Carolina in 2023 in order to be closer to family.
Sam does not provide legal advice in his role at the Private Bank.
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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.