At Bank of America Private Bank I harness the firm's exceptional resources and capabilities to guide successful individuals, entrepreneurs and high net worth families in optimizing all facets of their financial lives.
My team and I build deep and long lasting relationships with our clients by providing thoughtful advice and customized financial and estate planning strategies. Our impactful services include liquidity and cash management, investment management, charitable giving, estate and trust planning and specialized credit solutions, all designed to help our clients achieve their goals and fulfill their wealth intentions.
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.