Scott R. Keesee
Scott Keesee is Senior Vice President and Private Client Advisor with Bank of America Private Bank in Raleigh, North Carolina. He leads a collaborative team of wealth management professionals delivering comprehensive strategies in investment management, trust and estate planning, strategic credit, and concierge banking for high-net-worth individuals, families, multi-generational family offices, private foundations, and nonprofit institutions.
Scott brings extensive experience advising business owners, entrepreneurs, senior corporate executives, and nonprofit organizations on a broad range of complex financial issues. He assembles specialized teams to align with each client’s unique priorities and orchestrates efforts across disciplines to address all facets of wealth, including concentrated and restricted stock strategies, charitable giving, customized lending, business succession planning, and family wealth education.
Before joining Bank of America Private Bank, Scott spent more than 20 years with PNC Private Bank, serving in leadership roles such as Senior Relationship Strategist and Senior Banking Advisor for its ultra-high-net-worth segment, Hawthorn. He earned a Bachelor of Business Administration in Operations Management from the University of Toledo.
Outside of work, Scott enjoys traveling, golfing, hiking, and spending time with his wife, Heather, an active-duty U.S. Navy service member, and their three young adult children. He and his family reside in Raleigh, North Carolina.
CEPA®, CFP®, CTFA
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.