Daniel Williams is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank based in Conshohocken, Pa. He provides highly personalized service to clients with complex wealth structures and works closely with family attorneys, accountants and other professional advisors to develop and implement complex financial and estate plans. In addition to managing the daily trust administration of corporate fiduciary and other investment accounts, he coordinates with Private Bank colleagues to offer wealth planning, estate planning and lending services.
Prior to joining the Bank of America Private Bank in 2024, Daniel was a senior trust officer for BNY Mellon in Philadelphia. With over 30 years of financial services experience, he is well-versed in the complexities of estate planning, financial planning and trusts administration. Daniel is committed to developing deep relationships with families and educating the next generations about the benefits and responsibilities of wealth.
Daniel holds the CERTIFIED FINANCIAL PLANNER® CFP® certification and the Certified Trust and Fiduciary Advisor (CFTA) designation. He earned a bachelor’s degree from West Chester University and is a graduate of trust schools offered by Cannon Financial Institute, the American Bankers Association and the Pennsylvania Bankers Association. His memberships include The Philadelphia, Bucks County, and Montgomery County Estate Planning Councils.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.
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 making 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.