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.
Scott A. Farber is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Southeast Florida. Scott helps clients address complex and sensitive wealth management concerns. He coordinates with his clients’ other professional advisors to develop personalized strategies for tax and estate planning, charitable giving, and investment management. In addition, he leads a team that helps advise clients of the Private Bank on international planning issues.
Prior to joining the Private Bank (formerly U.S. Trust) in 2005, Scott was a Vice President in charge of the wealth advisory practice at Woodstock Corporation, a Boston investment management firm. Previously, he was an attorney at Tarlow, Breed, Hart & Rodgers, P.C. in Boston where he focused on estate and business succession planning, charitable giving, business law, and taxation. Earlier, Scott worked in the family wealth planning group at the national accounting firm Ernst and Young, LLP. (He does not give legal or accounting advice in his role at The Private Bank.)
Scott is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA)*. He earned his B.B.A. degree in accounting from the University of Massachusetts at Amherst and his J.D. degree, magna cum laude, from Suffolk University Law School. He is a member of the American Bar Association.
Scott has shared his knowledge of strategic wealth planning topics through numerous newspaper and magazine articles and as a guest on financially focused radio programs.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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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.