Dyan M. Goodwin
Dyan Goodwin is a Managing Director and Private Client Advisor with Bank of America Private Bank. Dyan and her Boston based team deliver tailored strategy, advice, and personalized solutions to high-net-worth individuals and their families. She and her team also work closely with single and multi family offices to provide a wide range of services that allow those firms to better support and manage their clients' complex financial needs. Those consist of liquidity management, credit, account aggregation, bill payment and family administration.
Dyan is responsible for creating and overseeing customized wealth management services including banking, cash management, targeted lending, and trust and estate planning services. She assists clients with establishing goals and objectives, developing an appropriate overall wealth strategy, formulating and implementing potential solutions, and conducting periodic reviews to monitor progress. She also leads initiatives in portfolio design, strategic wealth transfer, pre and post-retirement planning, philanthropy, and multi-generational family engagement and education. Areas of particular focus for Dyan and her team include customized lending for real estate, aviation, professional sports teams, art and cash flow. Recognizing the unique dynamics and intentions of each individual and family relationship, she seeks to optimize the client experience through her personal oversight and unwavering attention to client service.
Dyan joined the firm in 2002 and has over 30 years of experience advising an accomplished clientele. She began her career at MFS Investment Management and went on to roles at Nuveen and Fidelity Investments before joining Bank of America. She holds a B.A. in English from New England College.
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.