Matt Moore is a Senior Vice President and Private Client Manager at Bank of America Private Bank in West Conshohocken, Pennsylvania, and is the primary point of contact for ultra-high-net-worth families. In his role, Matt is focused on listening to clients and strives to help make their financial lives less stressful through a comprehensive approach to managing their wealth. Matt is also committed to helping with the evolving financial lives of individual members of multi-generational families. He can assist them with their cash flow, credit and other personal financial needs and can offer financial education tailored to their level of experience.
Matt is adept at integrating the Private Bank’s team of wealth strategists, portfolio managers and trust specialists to offer clients sophisticated guidance to help with their credit, liquidity and banking needs, investment management, estate planning, customized trusts and tax-minimization strategies. Matt can also draw on his knowledge of the vast resources of Bank of America to offer clients access to leading specialists, analysts and strategies to help them pursue their most challenging goals.
Matt joined the Private Bank (formally U.S Trust) in 2016 after seven years with Merrill where he last held the position of Regional Manager. Prior to Merrill, Matt spent six years in investment management at UBS. He earned a Bachelors of Business Administration from Temple University, is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant® designation. Matt serves on the Board of the Montgomery County Estate Planning Council. He resides in Fort Washington, Pennsylvania with his spouse and their three children. Matt is an avid Philadelphia sports fan and keeps active by running, biking and swimming.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Chartered Financial Consultant® and the ChFC® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.
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.