Kathy Wallace
After more than 35 years in the financial services industry, I've learned that wealth management is about much more than investments ~ it's about helping people make confident decisions, navigate complexity, and achieve the goals that matter most.
As a Senior Vice President and Private Client Advisor with Bank of America Private Bank, I work with successful individuals, families, executives, and nonprofit leaders to align wealth with their purpose. Whether preparing for a business transition, managing liquidity from a sale, planning for future generations, supporting philanthropic goals, or preserving and growing wealth, I help clients bring clarity and coordination to their financial lives.
Serving as the quarterback for their financial strategy, I connect clients with my team of specialists in investing, banking, lending, trust and estate planning, and wealth transfer strategies. Together, we simplify complex financial decisions and create customized solutions designed to support today's priorities and tomorrow's legacy.
Wealth isn't just about what you've built ~ it's about what it can help you accomplish for your family, your business, and the generations that follow.
Let's connect if you're an executive, business owner, nonprofit leader or responsible for preserving and growing wealth for your family or organization.
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.