Simone Melo

Vice President, Private Bank Private Client Associate

Professional Profile

Simone Melo is a Vice President and Private Client Associate at Bank of America Private Bank in Fort Lauderdale, Florida. She connects ultra-high-net-worth clients with strategies for pursuing their wealth management goals, today and for future generations. Simone is committed to building relationships based on personalized service and a deep understanding of what matters most to clients. She focuses on entrepreneurs and business owners, especially from South Florida’s Latin American community.

As the leader of a Private Bank team, Simone offers a boutique-like approach with access to extensive resources. She and her team can deliver strategies that may include investment management, trust and estate planning services, and customized credit and lending solutions.

Prior to joining the Private Bank (formerly U.S. Trust) in 2019, Simone had more than two decades of international business experience. She holds a B.S. degree in business administration and two masters’ degrees in business and management. In addition, she completed an M.B.A. in management and global leadership at the Massachusetts Institute of Technology Sloan School of Management.

Simone is a member of the Brazilian American Chamber of Commerce and Black Professional Network. She passionately supports and actively volunteers with non-profit organizations that focus on entrepreneurship, women and the Black community.

Simone loves to travel and learn about different cultures. She has lived in Brazil, Spain and Switzerland and visited more than 40 countries. Born in Rio de Janeiro, Brazil, she lives in Weston, Florida, with her husband and their three teenagers.
 

EDUCATION

  • FDC - Fundacao Dom Cabral
  • MIT- Massachusetts Institute of Technology
  • UECE - Universidade Estadual do Ceara
  • UNIFOR - Universidade de Fortaleza

ORGANIZATIONS

  • Black Professional Network
  • Brazilian America Chamber of Commerce
  • Rotary Club of Weston

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

Evita E Francuz

Private Client Manager

305.347.2746

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 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.