Quote- The only way to do great work is to love what you do - Steve Jobs
Mary Aggarwal is a Managing Director and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. Mary is a designated Institutional Client Advisor and adept in providing solutions to nonprofit corporations.
With over twenty years of experience in the financial industry, she brings a wealth of knowledge to the role, assisting high-net-worth clients in managing their wealth with experience and discipline: first identifying each client’s unique goals; then coordinating a team of specialists from within the bank to create and implement customized, comprehensive wealth plans to help accomplish each client’s specific objectives.
Mary’s experience includes not only her years in the financial industry, but also her rich experience as an entrepreneur. Both roles have taught her well about the issues involving the psychology of money. She understands how those issues impact clients, their families, and their children, and she knows how to address them in the building of custom wealth plans. Before joining Bank of America Private Bank, Mary worked at Wells Fargo for seven years. Prior to Wells, she was a Private Client Manager with U.S Trust Bank of America Private Bank. Mary received her personal financial planning certificate from UCLA. and completed advanced family dynamics education while at Wells Fargo.
Mary is currently serving as a member of the philanthropic board of advisors at Boston Children’s Hospital. Mary is passionate about disability and is one of the co-chairs at Disability Action Network, Eastern New England Chapter at BofA. In the past she was part of the Purposeful Planning Institute, Family Office Exchange, and served on the board of Zimmer Children’s Museum in Los Angeles. She was nominated as a 2017 Outstanding Female Leader by Los Angeles Business Journal. Mary has authored articles in LA Parent and Beverly Hills Courier as well as on LinkedIn.
Mary is a wife and mother of four and loves travelling and spending time with her family.
Join this informative panel discussion on October 22 at 1 pm. Katie Carlson will lead this discussion, featuring Mitch Drossman, Head of National Wealth Strategies, and Jim Carlisle, Public Policy...
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.