Andrew Phillips is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, Maryland. Andrew works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Andrew and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Andrew has worked in the financial services industry for 15 years. Prior to joining Bank of America Private Bank in Baltimore, Maryland. He served as Wealth Advisor/Vice President at Truist Wealth Management, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Vice President with Truist.
Andrew obtained a bachelor’s degree and master’s of Business Administration from Salisbury University in Salisbury, Maryland.