Rhea Li is a Vice President and Private Client Manager with Bank of America Private Bank in Melville, New York. Rhea provides coordination and guidance to high-net-worth individuals and families, helping them advance their priorities and enact a more efficient approach to their wealth. She is adept in addressing the needs of business owners, entrepreneurs, and senior executives, particularly those with international interests.
Rhea works in concert with other members of the Private Bank team to design tailored approaches to multiple facets of wealth: investments, trust and estate planning services, long-term strategy, business and succession planning, and credit and banking. By integrating these aspects, Rhea looks to support clients in pursuing their goals more expediently. A skilled problem-solver, she keeps clients closely apprised of her efforts on their behalf. Rhea is also experienced in orchestrating timely collaboration with a client’s external tax and legal advisors, as appropriate. A reliable guide, she brings positivity and dedication to each of her relationships, gratified to become an integral part of clients’ lives.
Fluent in Mandarin and conversational in Cantonese, Rhea appreciates the decision points that immigrants encounter in managing their finances. She has worked at Bank of America since 2017. Rhea began her career as a Relationship Manager in lower Manhattan and was then promoted to Financial Solutions Advisor at Merrill. She has served within the Private Bank since 2021.
Rhea earned her bachelor’s degree in business economics and accounting from University of California Irvine, and her master’s degree in integrated marketing from New York University. She also earned the Chartered Retirement Planning Counselor™ designation.
In her free time, Rhea likes to golf, hike, cook, and dote on her Yorkie, Michi.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.