April Kelly is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, in Dallas, Texas. Her focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents.
April is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
April joined Bank of America in 2005 and has worked in various roles in Trust Administration.
April holds a bachelor’s degree in trust and investment management and a master of business administration degree from Campbell University in North Carolina. April holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
She is an active member of the Dallas Estate Planning Council and the Texas Bankers Association Wealth Management & Trust division.
April does not provide legal advice in her role at Bank of America Private Bank.
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.