Curtis Oliff is a Vice President and Private Client Manager with Bank of America Private Bank. He is the primary point of contact for existing clients. Curtis’s objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to support each client’s overall wealth strategy.
While developing new client relationships and helping to ensure a professional and personal client experience, Curtis is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
Prior to joining Bank of America Private Bank, he served as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Curtis obtained a Bachelor of Science in Business Administration with an emphasis in Finance and Real Estate from the University of Missouri.
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 make your goals our priority. 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.