Johanna Velasquez is a Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, Georgia. Johanna 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, Johanna and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team 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. She is skilled in helping clients navigate the opportunities and offerings at their disposal, smoothing their path toward meaningful objectives in growing, preserving, and transferring their wealth.
Johanna joined Bank of America in 2005 and has served in various regional leadership and regional support roles. She was most recently the Consumer Market Leader for the North Atlanta Community market in Georgia. She earned her Bachelors in Digital Design-Computer graphics degree from Minnesota State University of Moorhead.
Passionate about her community, Johanna serves as the co-chair of the Hispanic Latino Leadership Council, responsible for managing the Hispanic Latino Strategy for the GA market. She is also a representative in the Atlanta Racial Equity Grants Council Committee and is a member of the Atlanta Leadership team. She also serves on the Latin American Association board of Directors as the as their Vice-Chair. She volunteers with several other organizations such as Habitat for Humanity, United Way, and local food banks. She also supports community organizations and schools with the Bank of America financial literacy programming. Johanna is bilingual and fluent in Spanish. She resides in Suwanee, Georgia with her husband and two children.
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.