Nick Hotze is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Cincinnati, Ohio. Nick works closely with individuals, couples, and multi-generational families to help them organize, deploy, and transfer their wealth more effectively. He is adept in discerning and unifying each person’s distinctive objectives, supporting clients in advancing steady progress toward the lives and legacies they envision. Hard working and responsive, he looks to foster an optimal experience for each client and family.
Nick leads a team of Private Banking specialists who work in concert to uncover possible efficiencies across multiple contexts of wealth. As the key point of client contact, Nick stays apprised of evolving needs, connecting clients to capabilities in investing, wealth strategy, trust and estate planning services, banking and lending, business and succession planning, and philanthropy. He is skilled in helping clients think more broadly about their wealth, as well as anticipating critical crossroads in the management and stewardship of their finances. A clear communicator, he enjoys helping clients weigh their options, providing them with the information they need to make balanced and informed decisions.
Prior to joining Bank of America Private Bank, Nick served as a Client Advisor with PNC Wealth Management. His career also includes more than three years as a Financial Specialist with PNC Investments. He began his financial services career with PNC in 2011. He earned his undergraduate degree in psychology from the University of Cincinnati, allowing him to apply tenets of behavioral finance into his analysis and approach. He holds the CERTIFIED FINANCIAL PLANNERTM certification.
Nick and his wife, Katie, live in Hyde Park, Ohio.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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.