Nicole Coxsey is a Senior Vice President and Private Client Manager with Bank of America Private Bank. She is the primary point of contact for existing clients. Her main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform of extensive resources to support each client’s overall wealth strategy.
Nicole began her career with Bank of America in 2003. Her primary role is relationship management with a focus on credit. Nicole, along with a team of advisors, work with clients to find advanced planning strategies in the areas of investment management, strategic credit and banking, wealth forecasting, tax minimization, as well as daily liquidity and service needs.
Nicole has a Bachelors of Science in Finance from California State University, Long Beach where she attended on a softball scholarship. In her spare time, she enjoys coaching youth softball.
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.