Shane Boex is a Managing Director and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. He works closely with high-net-worth individuals and multigenerational families as well as private business owners and entrepreneurs, and real estate investors across the Western United States. Shane takes a high-touch, consultative approach to helping his clients navigate the challenges of managing their wealth. He draws on his analytical experience to offer wealth management solutions to help clients in reaching their unique short- and long-term financial goals. Shane’s generational wealth management approach is what he prides himself with most.
Shane leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in fiduciary investment management, trust and estate planning services, liquidity event and business owner transition strategies, custom lending, and philanthropy. By identifying a client's primary financial goals and wealth planning needs, Shane and his team also coordinate with other Bank of America partners to bring forth the full capabilities of Bank of America Enterprise to help the clients reach their financial objectives.
Shane has worked in the financial services industry for 24 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2002, worked with Smith Barney as a Financial Advisor, providing for a strong understanding of financial planning, client relations, and wealth management. He is a native of Wisconsin and obtained a Bachelor of Arts in economics from the University of Wisconsin.
Shane is actively involved with local leadership and volunteer endeavors within Bank of America. He initiated the creation of a local Private Bank employee committee focused on better connecting associates and clients with the vast resources of the company.
Shane has lived in Orange County for 22 years. He currently resides in Laguna Niguel with his wife and two children. In his free time, Shane enjoys skiing, mountain biking, coaching his kids’ soccer teams and sailing.
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.