Julie Cameron is a Managing Director and Senior Trust Officer With Bank of America Private Bank in the Upper New England Market. Julie is actively involved with advising high-net-worth and ultra-high-net-worth individuals and their families on a broad spectrum of wealth planning topics, with a focus on estate planning and fiduciary administration while building lasting relationships with all generations of the family.
Julie joined Bank of America Private Bank (formerly U.S. Trust) in 2009 and has spent time in both the Fiduciary Division as a Trust Officer and the Wealth Strategies Division as an analyst. In both capacities, Julie has provided technical advice in relation to estate planning and taxation, sophisticated gifting strategies, and financial modeling. Julie has worked with many entrepreneurs, business leaders, Private Equity partners, and families to advise them in creating and implementing their personal wealth transfer plans.
Julie is a member of the Boston Estate Planning Council. She is also a board member for the Girl Scouts of Eastern Massachusetts and on the Advisory Board for the Accredited Trust and Financial Advisor Certification. In addition, Julie sits on the Advisory Council for the Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA). Julie received her Bachelor of Business Administration (B.B.A) in Trust and Wealth Management and Financial Planning and Master of Business Administration (M.B.A) with a concentration in Investments from Campbell University. Additionally, 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.