Lynne Dombroski is a Managing Director and Portfolio Manager at Bank of America Private Bank in Upper New England. In this role, she is responsible for creating and maintaining personalized investment approaches and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals set forth. In addition, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization planning, retirement and multi-generational plans from risk-based approaches to banking and lending needs.
Prior to joining Bank of America Private Bank, Lynne worked at Silver Bridge Advisors and State Street Global Advisors. She has been in wealth management since 1999.
Lynne earned her B.S. degree in business administration from Bryant College and her M.B.A. from the F.W. Olin School of Business at Babson College. She holds the Chartered Financial Analyst® (CFA®) designation and also the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. She is a member of the CFA® Society Boston, Inc. and the Boston Estate Planning Council.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
*Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
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.