Allison Andrews
Allison A. Andrews is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Greenwich, Connecticut. Allison has worked in the financial industry for over 16 years. In her role, she provides invaluable support to individuals, families, business owners, and first-generation wealth creators. Allison excels at identifying opportunities to harness the firm’s extensive wealth management, banking, and credit solutions to enhance her client’s experience. She takes immense pleasure in contributing to the growth, preservation, and eventual transition of wealth to the next generation.
As a Private Client Advisor, Allison enjoys establishing connections with new clients while nurturing existing relationships. In her collaborative efforts, she consults with wealth strategists, portfolio managers, and trust specialists to formulate holistic plans that assist clients in managing substantial inflows of wealth and navigating the complexities of multi-generational financial legacies. Before assuming her current position, Allison worked as a Private Client Manager with Bank of America Private Bank, where she was recognized as the credit and banking specialist for her client relationships. In this capacity, she provided advice on customized credit solutions designed to meet intricate financing needs.
Allison commenced her professional journey with JPMorgan Chase, where she held a variety of roles within the organization. Her most recent position there was as a Private Client Advisor, where she created comprehensive financial strategies to help clients achieve their goals. In 2016, she transitioned to Morgan Stanley, taking on the role of Private Banker. In this capacity, she collaborated with Financial Advisors and Sports and Entertainment Directors to provide guidance on cash management and lending strategies for ultra-high-net-worth clients. Additionally, she played a significant role in developing business strategies to propel various initiatives forward.
Allison holds a Bachelor of Science degree in Legal Studies and Law from John Jay College of Criminal Justice. She currently resides in Westchester County, where she finds joy in gardening and spending time with her family. Allison actively participates in golf lessons with a local group of professional women aspiring to refine her swing.
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.