Annette Musa is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. Annette is committed to building strong client relationships with ultra-high-net-worth families and individuals, including many business owners and women facing the financial challenges of inheritance, divorce or widowhood. She works closely with clients to help them create wealth management strategies based on a deep understanding of their life and legacy goals.

Annette leads a team of knowledgeable, experienced specialists from the Private Bank who collaborate to design and implement wealth management offerings tailored to individual client needs. The team can offer strategies for investment management, philanthropy and liquidity event planning; trust and estate planning services; and credit and lending solutions. On request, they will work with other members of the client’s professional team (including attorneys and CPAs) to coordinate the implementation of wealth management strategies.                 

Annette has more than 30 years of investment and wealth management experience. Prior to joining  the Private Bank (formerly U.S. Trust) in 2017, she was a wealth advisor, regional manager and Arizona market president at Comerica. She earned a bachelor’s degree in business administration and management at the University of Phoenix while working fulltime.

Active in the community, Annette has a special interest in Hispanic organizations. She is on the Executive Board of the Arizona Hispanic Chamber of Commerce, on organization that promotes the success of Hispanic-owned and small businesses by facilitating business relationships, economic development and sharing of knowledge for the benefit of the State of Arizona and the growth and success of the members of the Chamber.