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.
Sally Pelletier is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Baltimore, Maryland. She draws on her years of experience in financial services to connect multiple generations of ultra-high-net worth client families to the extensive global resources and capabilities of Bank of America and Merrill.
To aid her in addressing clients’ complex situations, Sally works closely with Private Bank Associates and other specialists throughout the Private Bank to provide a coordinated approach to their day-to-day needs. Whether clients are looking for greater liquidity, funding for an investment opportunity or a lifestyle purchase, support for their estate planning services, or home equity, she offers custom credit and lending solutions to help them pursue their goals.
Sally began her wealth management career with Bank of America in 2004 and joined the Private Bank (formerly U.S. Trust) in 2008. Previously, she held positions in municipal bond trading, sales, and portfolio management at Alex. Brown and Sons, Inc. and Wachovia Bank. She also worked in mutual fund marketing and sales at Deutsche Asset Management. Sally began her career in fixed income trading for Davenport and Company. She earned her Bachelor’s degree from the University of North Carolina.
Sally serves on the board of trustees for her alma matter, St. Mary’s School in Raleigh, North Carolina. Her hobbies center around gardening, playing golf, traveling, and exploring new recipes.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
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.