Simon Chio is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, Georgia. In this role, Simon leads the coverage of ultra-high-net-worth individuals, families, and family offices across the country. With a focus on founders and business owners, Simon coordinates the vast resources and specialists across Bank of America Private Bank to design and implement tailored strategies in investment management, trust and estate planning services, business ownership, lending, family governance, and philanthropy.
Prior to joining Bank of America Private Bank, Simon served as Executive Director and Senior Banker at J.P. Morgan Private Bank. He also previously led finance and strategy roles at two international law firms. Simon earned his Bachelor’s Degree from the University of Georgia and his Masters of Business Administration from Georgia State University.
In the community, Simon is on the Board of Directors at Ansley Golf Club and has previously served on the Board of Directors at the Atlanta Humane Society. Simon and his family are also proud supporters of various organizations serving education, children’s health, and animal welfare causes.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.