Luis Diaz
| Luis Diaz is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Miami, Florida, where he advises ultra-high-net-worth individuals, families, and founders on the complexities of building, managing, and transferring wealth. Luis works closely with entrepreneurs—particularly in the healthcare sector—as well as corporate executives, real estate investors, and financial sponsors to navigate liquidity events, concentrated positions, and multigenerational planning. He has extensive experience working alongside private equity firms and financial sponsors, giving him a strong understanding of institutional deal dynamics and sponsor-led transactions. Luis has played an active role in helping clients prepare their businesses for sale by partnering closely with investment banking teams. He supports both pre-sale planning—helping position balance sheets, optimize ownership structures, and align wealth strategies—as well as post-sale planning, guiding clients through the transition from operating wealth to diversified portfolios and long-term legacy structures. He leads a team of specialists and brings together the full capabilities of the Bank of America enterprise to deliver integrated strategies across investment management, trust and estate planning, strategic lending, and sophisticated diversification approaches, as well as philanthropy—including the structuring of private foundations and charitable giving strategies aligned with clients’ long-term goals. With over 15 years at Bank of America, Luis offers a differentiated perspective shaped by experience across both commercial and private banking. This enables him to connect clients not only to Private Bank solutions, but to the broader resources of the firm—helping to ensure comprehensive execution across every aspect of their financial lives. A true grassroots success story, Luis began his career as a teller and advanced through the organization, including experience in commercial banking, by building deep client relationships and consistently delivering results. This journey informs his highly personalized and disciplined approach to advising. Based in Miami, Luis is an active member of the Miami-Dade LGBTQ Chamber of Commerce and is engaged in the local business community. Outside of work, he stays active through competitive volleyball and enjoys traveling, where he seeks to broaden his cultural perspective through immersive experiences, as well as hiking and maintaining an active lifestyle. |
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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.