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 McDuffie Dart
Senior Vice President, Senior Trust Officer
Sarah McDuffie Dart, CTFA, is Senior Vice President and Senior Trust Officer with Bank of America Private Bank and serves the Charleston and Hilton Head Island, South Carolina markets. Sarah has over 20 years of experience providing integrated trust and investment advice to high-net-worth families. In her approach, she helps clients think through their long-term personal and financial goals and formulate plans to help them achieve those goals.
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 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.
She is a prior board member for Junior Achievement of Georgia- Southern Region and Junior Achievement of South Carolina, and currently serves as the Diaper Bank Chair for the Junior League of Charleston. Sarah is also a member of the Estate Planning Council of Charleston
Sarah McDuffie Dart holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
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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.