Marshall McLean is a Managing Director and Private Client Advisor at Bank of America Private Bank. Based in Florham Park, New Jersey and New York, he serves as a trusted advisor to generations of clients with significant wealth and expectations.
Working alongside a talented group of specialists, Marshall provides tailored banking, lending, estate planning, wealth management and insurance solutions. Mindful of clients’ priorities as their lives evolve, he feels privileged to help successful people satisfy their ambitions for themselves, the people they love and their communities.
Marshall believes that superior wealth management is predicated on an advisor’s ability to appreciate what clients say, and may not say. Each day, he summons his financial and emotional intelligence to help clients articulate what they may have not shared in a previous advisory relationship, or even with a close friend.
Leveraging his years of legal experience and the vast resources of the firm, Marshall offers clients access to a wide range of investment, trust and estate planning solutions, management insights and philanthropic guidance.
Prior to joining Bank of America, Marshall served as a corporate advisor to a diverse clientele at McCarter & English, LLP. He also gained legal experience as an associate in the Princeton and New York City offices of Reed Smith, LLP.*
Marshall earned a J.D. from Washington and Lee University School of Law. While there, he was Lead Article Editor for the Journal of Civil Rights and Social Justice. He earned a bachelor’s degree from Bowdoin College, where he captained the lacrosse team. Marshall resides in Bernardsville, New Jersey, with his wife, Kim, and their three children. In addition to coaching youth hockey and lacrosse, Marshall serves on the boards of the Greater Newark LifeCamp, the Newark Museum, and the Newark Boys & Girls Club.
*Neither Bank of America Private Bank nor any of its affiliates or private client advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.