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.
Sarah Dart is Senior Vice President and Senior Trust Officer with Bank of America Private Bank, and is based in our Charleston, South Carolina market. Sarah has over 20 years of experience providing integrated trust and investment advice to high-net-worth families. As part of her uniquely personal approach, Sarah is committed to getting to know families and what means the most to them. She uses that in-depth knowledge to provide proactive advice, helping clients navigate the complex decisions around asset management, retirement, trust and estate planning.
Sarah started her career with Bank of America Private Bank (formerly known as U.S. Trust) where she served as a Trust Officer in Dallas, Texas. After then spending seven years as a Trust Officer with Commerce Bank in Bloomington, Illinois, Sarah returned to the Bank of America Private Bank in 2011. Sarah has a bachelor’s degree in trust and investment management from the Lundy-Fetterman School of Business at Campbell University in North Carolina, and, since 2008, has held the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
Sarah is a member of the Charleston Estate Planning Council, serves as Key Spouse for the United States Air Force Reserve 315th Civil Engineering Flight, and as Vice President of Finance for the Junior League of Charleston.
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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.