Paola Tomassini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. In her role she advises high net worth individuals and families on the many aspects of their financial lives and is part of a team that provides guidance on investment management, wealth transfer, and credit needs as well as trust and estate planning. She strives to help clients manage their financial and legacy complexities by collaborating with an array of professionals who will use their areas of knowledge to deepen their understanding of clients’ needs and help them pursue their goals and aspirations. Working together, she looks forward to provide an integrated wealth strategy tailored to each client.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.