Bryan Smith is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Westport, Connecticut. Bryan works closely with high-net-worth individuals, families, and institutions to pursue their financial goals and address their unique priorities. His approach combines the in-depth personalization and attentiveness of a boutique with access to the extensive range of resources available through Bank of America.
Bryan leads a team of in-house specialists who work in concert to address the distinctive opportunities and challenges that significant wealth can entail. He has extensive experience catering to the needs of senior executives and entrepreneurs, mindful of their dynamic priorities and aspirations. Diligent and discreet, he connects clients to the resources and capabilities that are designed to have a measurable impact on their lives and legacies, including customized investment management, trust and estate planning, banking and lending, and philanthropy. He is particularly adept in helping clients unwind the intersection of their personal and professional finances, including concentrated and restricted stock strategies.
Bryan began his financial services career in 1998. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he worked in institutional equity sales, trading, and research at firms that included Thomas Wiesel Partners, Wachovia Securities, and Susquehanna International Group. His areas of focus included diversification strategies, risk management, single-stock selection, and macro-economic analysis. He is a graduate of the Gilman School in Baltimore and Loyola University Maryland, where he earned his B.A. in education and was a member of the Division I Men’s Lacrosse team.
Bryan lives in Darien, Connecticut, where he is a member of Darien United Methodist Church. In his free time, he enjoys golf and paddle tennis.
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.