Graham Bell is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Santa Barbara, California. Graham 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, Graham 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 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.

Graham has worked in the financial services industry for 12 years. Prior to becoming a Private Client Advisor, he served as a Senior Portfolio Manager with Bank of America Private Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.

Graham earned his B.A. degree in finance from Santa Clara University.

Graham currently services on the board of MOXI, The Wolf Museum of Exploration + Innovation and the Santa Barbara Youth Sailing Foundation Endowment
committee.