Kelsey Wallace is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, in Atlanta, Georgia. She specializes in managing complex trust and estate planning needs for high-net-worth and ultra-high-net-worth individuals and multi-generational families.
Kelsey has over a decade of experience in the financial services industry, during which she has developed a deep understanding of wealth management, fiduciary responsibilities, and the unique needs of affluent clients. Her extensive knowledge in trust administration, tax-efficient wealth transfer, and risk management allows her to provide comprehensive strategies that align with her clients' long-term financial goals and values.
Throughout her career, Kelsey has built a reputation for her personalized approach to client service, taking the time to understand each client's personal and financial objectives. She works closely with a network of financial advisors, attorneys, and accountants to deliver tailored solutions that preserve and grow her clients' wealth across generations.
Kelsey has a bachelor’s degree in trust and wealth management, and master’s degree in business administration from Campbell University. She holds the CERTIFIED FINANCIAL PLANNER® CFP® certification and the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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.