Sarah McDuffie Dart

Senior Vice President, Senior Trust Officer

Professional Profile

Sarah McDuffie Dart, CTFA, is Senior Vice President and Senior Trust Officer with Bank of America Private Bank

and serves the Charleston, SC and Hilton Head Island, SC markets. Sarah has over fifteen 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 where she served as a Trust Officer in Dallas, TX.

After spending seven years as a Trust Officer with Commerce Bank in Bloomington, IL, Sarah returned to the

Bank of America Private Bank (formerly U.S. Trust) 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 received her

Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers in 2008.

She is a board member for Junior Achievement of South Carolina, and a member of the Junior League of Charleston, the

Charleston Estate Planning Council, and Mount Pleasant Presbyterian Church.

 

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.