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.
Senior Vice President, Private Client Advisor
Shirley Cruz is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Las Vegas, Nevada. Shirley works closely with high-net-worth individuals and families, helping them streamline their financial lives and pursue their personal and professional priorities more effectively. She leads a team of locally based specialists, who provide customized advice and guidance in multiple areas, including management, wealth transfer and credit, as well as trust and estate planning services, and philanthropy.
Shirley develops warm and enduring relationships with clients, helping them unwind the complexities that significant wealth can bring. Highly responsive, she maintains regular contact with client families, staying apprised of their evolving interests and opportunities, while providing them with the information they need to make informed decisions about their wealth. Shirley also collaborates with a client’s external tax and legal advisors, as appropriate, resulting in a more thorough and integrated approach to each client’s unique circumstances.
Shirley joined Bank of America in 1994 and moved to Bank of America Private Bank (formerly U.S. Trust) in 2010.
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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.