Katelyn Gallagher

Katelyn Gallagher is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Scottsdale, Arizona. As the primary point of contact for her clients, she is committed to understanding their unique goals, identifying their needs, and coordinating the resources of the Bank of America enterprise to support their overall wealth management strategy.
 
Katelyn specializes in developing and strengthening client relationships while delivering a highly personalized service experience. She works closely with clients on investment management, strategic banking and credit solutions, liquidity management, and day-to-day financial services. Known for her responsiveness and dedication, Katelyn is passionate about helping clients navigate complex financial decisions and achieve both their financial and personal aspirations.
 
In collaboration with the Private Bank's wealth strategists, advisors, portfolio managers, and trust specialists, Katelyn provides access to sophisticated planning strategies, including estate planning services, customized trust solutions, philanthropic giving, tax-efficient wealth transfer strategies, and business succession planning. She works closely with business owners well in advance of a liquidity event, helping them prepare for the sale or transfer of a business and coordinating strategies designed to address liquidity needs, wealth transfer goals, tax considerations, and long-term financial objectives. By taking a proactive approach, Katelyn helps clients align their personal, family, and financial priorities before significant transitions, helping to ensure their broader goals and needs are thoughtfully addressed.
 
Throughout her career, Katelyn has had the privilege of advising a diverse range of clients, including business owners, professional athletes, high-profile individuals and families, and privately held businesses. This experience has enhanced her ability to navigate complex financial situations while delivering personalized strategies aligned with each client's priorities, values, and long-term objectives.
Prior to joining Bank of America Private Bank, Katelyn served as a Vice President and Relationship Manager at Merrill, where she gained valuable experience working with ultra-high-net-worth individuals, families, and business owners. That experience deepened her understanding of the complex wealth management needs of affluent clients and enhanced her ability to deliver comprehensive financial guidance.
 
A scholarship recipient, Katelyn attended California State University, Northridge, where she studied Communications.
Originally from Santa Clarita, California, Katelyn has called Arizona home since 2004. Outside of work, she enjoys spending quality time with her son and family, traveling, attending concerts, practicing yoga, playing golf, and volunteering in her community.

_{Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.}