Todd Sherman is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Indian Wells, CA. Todd works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Todd and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
Todd has worked in the financial services industry for 25 years. He has an extensive credit background. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2021, he served as a Wealth Management Lending Officer at Bank of America helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. He considers himself a local of the desert community, graduating from Palm Desert High School and has lived in the fast-growing Coachella Valley since 1990.
Todd has served on the Bank of America Grants Committee and the Market Presidents Team for the Inland Empire. He is active in the community and has previously served on the Foundation and Governing Boards for Palm Desert Charter Middle School. Todd and his family pride themselves on being part of the many volunteer events and opportunities the bank provides throughout the year.
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.