Shamel Guzman is a Vice President and Trust Officer at Bank of America Private Bank in New York, New York. As a Trust Officer, Shamel is responsible for handling the coordination, implementation, and management of clients’ financial planning and fiduciary administration needs. In her role, Shamel works closely with clients and their families to implement estate plans, wealth transfer strategies, establish new trusts that align with long-term objectives, and providing access to fiduciary oversight of trust, retirement, and investment management accounts. At Bank of America Private Bank, we recognize that each client is unique, and we provide highly personalized service to help carry out your estate plans. Shamel joined Bank of America Private Bank in 2017. She received her Bachelor of Arts degree in politics from Fairfield University. Within Bank of America, Shamel is a member of the Hispanic/Latino Organization for Leadership & Advancement and LEAD (Leadership, Education, Advocacy & Development) for Women. She is also an active member of the New York Junior League. Originally from Westchester, NY, she now lives in New York City.
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.