Simone S Branigan

Senior Vice President, Private Client Advisor

Professional Profile

Simone S. Branigan is a Senior Vice President and Senior Private Client Advisor at Bank of America Private Bank, based in Los Angeles. She works closely with clients to address a range of wealth management needs. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Simone is a veteran in client relationship management, credit and investment strategy, and overall strategic advisory leadership for high net worth individuals, corporate executives, and privately held professional service companies. She has extensive experience in real estate finance/asset management, private equity, corporate finance, derivatives, investment concepts, and coordination of advisors for family offices and privately held companies.

During her career of over 25 years, Simone has held positions at Union Bank, City National Bank, Bank of America, Jones Lang La Salle, and Deloitte. Simone spent 10 of those years as a commercial banker at Bank of America and returned for her eleventh year with the bank. Simone’s academic credentials include a Master of Business Administration degree in Finance with honors on a teaching fellowship from Marshall School of Business, University of Southern California, a Bachelor of Arts degree in International Government and Economics from University of California Los Angeles, and graduated from the Exchange Program at Georgetown University, School of Foreign Service.

She also holds Series 7 and 66 FINRA registrations, her California State Life Insurance license, and Real Estate Credentials. Simone enjoys hiking and biking in the Santa Monica Mountains, water sports, island travel and cooking at home.



 

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.