Ryan C. Olson
| Ryan Olson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, where he advises successful individuals and families, business owners, founders, executives, and family offices on the complexities that come with significant wealth. With more than 20 years of experience serving affluent families, Ryan helps clients make informed decisions across every aspect of their financial lives. He believes wealth planning is most effective when investments, liquidity, credit, tax considerations, estate planning, and family objectives are coordinated rather than managed in isolation. Working closely with clients' CPAs, attorneys, and other trusted advisors, he helps ensure strategies align with broader goals and long-term priorities. Ryan is particularly passionate about helping clients navigate life's pivotal moments, including business transitions, liquidity events, generational wealth transfers, and evolving family needs. As a Certified Exit Planning Advisor (CEPA), he works with business owners well before a sale or transition to align personal, business, and financial objectives, evaluate risk, and create thoughtful plans for the future. He also advises executives and founders on concentrated stock positions, equity compensation strategies, liquidity planning, and diversification opportunities. His approach extends beyond investment management. Ryan helps clients think holistically about their entire balance sheet, aligning investment, liquidity, and credit strategies to support both current needs and long-term aspirations. He partners closely with clients' professional advisors to create coordinated solutions that reflect the full picture rather than isolated financial decisions. Ryan also helps clients focus on protecting and preserving wealth through thoughtful structuring, risk management strategies, fraud and cybersecurity awareness, and flexible planning designed to adapt as circumstances evolve. For many families, the conversation extends beyond wealth itself to the impact they hope to make. He works with clients to define and sustain their legacy through estate planning discussions, next-generation education, family governance, and strategic philanthropy. Supported by the extensive resources of Bank of America Private Bank, Ryan serves as a central point of coordination, bringing together specialists across investments, trust and estate planning, banking, and credit to deliver a highly personalized experience. Whether addressing day-to-day financial needs or implementing complex, bespoke strategies, his goal is to simplify complexity, provide thoughtful guidance, and deliver the attentive, white-glove service clients expect. Prior to joining Bank of America Private Bank, Ryan served as a Senior Private Banker at Wells Fargo Private Bank, where he advised successful families and business owners on complex wealth management and banking needs. He earned a bachelor's degree from Doane University and an MBA with honors from Saint Mary's College of California. Ryan lives in Moraga, California, with his family. Outside of work, his favorite role is being a dad, and you'll often find him cheering on his children at their various activities, enjoying time with family and friends, playing golf, or exploring California's wine country. |
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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 families, 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 make your goals our priority. 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.