SIMONE MELO

Vice President, Private Client Associate

Professional Profile

Simone Melo is a Private Client Associate at Bank of America Private Bank in Fort Lauderdale, Florida. In this role, she is responsible for connecting high-net-worth individuals and institutions to solutions that can help them reach their financial goals. Her approach combines the client experience of a boutique-like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.  

Prior to joining Bank of America Private Bank she spent over than two decades supporting the most complex needs of individuals and businesses. She is focused on offering first class services to her clients and strives to build a genuine relationship with them, taking time to truly understand what their most valuable priorities are. Her financial advice empowered companies and business owners to achieve their financial goals.

Simone holds a B.S. in Business Administration and two master’s degrees in management and general business. She also completed an M.B.A. in Management and Global Leadership at MIT – Massachusetts Institute of Technology at the Sloan School of Management in 2009. She has an extensive international exposure having lived in Brazil, Spain and Switzerland and is fluent in Portuguese, Spanish and English. During five years was affiliated to international organizations with partners located in the five continents that supported importers and exporters from different industries on their financing and credit risk guarantee needs. 

An avid supporter of her local development organizations, Simone is involved with the MIT South Florida Alumni Club, Rotary Club of Weston, Brazilian American Chamber of Commerce, and Black Professional Network. She is passionate supporter and an active participant in the community volunteering for multiple organizations including Pulmonary Fibrosis Foundation, Feeding America, Bike for Africa, LifeNet4Families, Caps of Love, No More Tears, ChildHelp, Honors Flight and others. 

Simone was born in Rio de Janeiro, Brazil, but currently lives in Weston, Florida, mother of three teenagers Sabrina, Sergio and Christian and married to Vern with whom learned all about unconditional love and care.  She loves to travel, learn about different cultures and have visited around thirty countries.
 

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Michael Cooney

Private Client Manager

954.765.2516

Liana Franceschini

Portfolio Manager

954.765.2610

Gloria E Lozada-Adams

Senior Trust Officer

954.765.2027

Scott A. Farber

Wealth Strategies Advisor

954.765.2551

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 (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.