Felipe Ramirez is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Tampa, Florida. Felipe works closely with high-net-worth and ultra-high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Felipe and his team coordinate local resources and the national capabilities of Bank of America Private 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.Felipe has worked in the financial services industry for 25 years. Prior to joining Bank of America Private Bank, he worked for Wells Fargo and Citi respectively. His 25+ years of experience demonstrates his passion for helping customers and find solutions that drive growth while servicing changing needs.Felipe obtained a bachelor’s degree in finance from the University of South Florida, a master’s in business administration from the University of Tampa. Most recently, he completed a master-level Pacific Coast Banking School, a three-year program focused on executive leadership, finance, and banking. He currently serves on the board of Lutz Preparatory School, the Sarah Vande Berg Foundation and dean’s executive advisory board Saint Leo University College of Business and is an active member of Leadership Tampa Bay and University of Tampa and Tampa Club.
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.