Samuel Dunkel is a Vice President and Private Client Manager with Bank of America Private Bank in Portland, Maine. He works closely with high- and ultra-high-net-worth individuals and families to develop a deep understanding of their current financial landscape, as well as their wealth management goals and evolving needs. By discerning what is distinctive about each client's circumstances, he can marshal the extensive resources of the Private Bank to address complex wealth management needs.
As a Private Client Manager, Sam works to meet the banking and credit needs of our clients. Using his knowledge and experience to identify the needs and challenges faced by the clients, Sam can leverage the distinct resources at Bank of America Private Bank to optimize the use of credit as a tool to help meet the financial goals.
Sam is part of a team of highly skilled professionals who provide dynamic strategies across many disciplines, including investment management; trust, estate, and legacy planning services; customized credit and lending; philanthropy and family wealth education. He believes the fiduciary platform offered by the Private Bank is a critical factor in his team's commitment to provide a superior experience tailored to each client relationship.
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.