Cynthia McGee is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Chevy Chase, MD. Cynthia works closely with high-net-worth individuals and families to help optimize and manage their wealth. She leads a team of specialists at Bank of America Private Bank who works in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy. Cynthia and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives.
Cynthia has worked in the financial services industry for over 25 years. Prior to joining Bank of America Private Bank ((formerly U.S. Trust), she served as Senior Private Banker at Wells Fargo Private Bank, giving her a decade of experience and insight into wealth management. She started her financial career at Citibank in the Asia Pacific region and has held positions in commercial banking roles with Bank of Georgetown (now United Bank) and Sovereign Bank.
Cynthia is a CERTIFIED FINANCIAL PLANNER® professional. She attended the University of the Philippines where she was awarded her bachelor's degree in business economics. She then attended the Louisiana State University Graduate School of Banking and obtained a professional certificate in financial planning from Georgetown University.
A long-time resident of Montgomery County, Maryland, Cynthia volunteers in various mentorship and humanitarian assistance programs with the local Asian American community and is a member of the Woman's Club of Chevy Chase.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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 families, 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.