Wendy Messmann
Managing Director, Private Bank Market Leader
5500 Preston Rd
Dallas TX 75205
(214) 559.6316
Certain Bank of America Private Bank associates on this team are FINRA registered. For more information visit
Professional Profile

Wendy W. Messmann is a Managing Director and Market Leader at Bank of America Private Bank in Dallas, Texas. Wendy works closely with Private Client Advisors, Private Client Managers, Trust Officers and Portfolio Managers to optimize the client experience building a client centric culture, fostering teamwork & collaboration, and driving responsible market growth. Wendy has been serving the ultra-high-net-worth sector for nearly two decades and is closely attuned to the services and strategies that can provide a differentiated experience for individuals, families and institutions. She grounds her approach in integrity and transparency, committed to advancing the long-term best interest of each client.

Prior to taking this role, Wendy served as the Market Investment Executive for the North Texas, Oklahoma and Kansas markets since 2012. Previously, Wendy worked with the Family Wealth Advisors group, a highly specialized group that delivers customized strategies to some of the nation’s wealthiest families, after having been a Portfolio Manager for several years.

Wendy is a graduate of Southern Methodist University with a B.S. in Business Administration and earned her M.B.A. in Finance from Arizona State University. She holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Alternative Investment Analyst®, CAIA® designation and is a CFA® charterholder. *

Active in her community, Wendy has served as a board member for several charitable organizations. She served as a Board Chair Emeritus for CitySquare and New Friends New Life. In addition, she is the past President of National Charity League, Park Cities Chapter, was Co- chair of The Cattle Barons Ball in 2019 and is a Leadership Dallas alumni, class of 2017. Wendy resides in Dallas with her husband and two daughters.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.

CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.