John Ludlow
John Ludlow is a Vice President and Private Client Manager with Bank of America Private Bank. He is the primary point of contact for existing clients.
John’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 for strategy. While developing new client relationships and helping to ensure a professional and personal client experience, John is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
John has worked in the Financial Services industry since 1995 in a number of capacities. Prior to joining Bank of America Private Bank, he served as Vice President, Senior Financial Planner at Commerce Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Financial Consultant with Fidelity Investments.
John obtained a Masters of Business Administration (MBA) from Brigham Young University, Provo. John is a CERTIFIED FINANCIAL PLANNER® CFP® certificant awarded by the Certified Financial Planner Board of Standards, Inc.
John and his wife have one daughter, two sons and six grandchildren. In his spare time, John loves to travel domestically and abroad to experience all this world has to offer. John is also enjoys running, skiing and spending time at or near any body of water he can find.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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 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.