Dean A Lammert
Managing Director, Private Client Advisor II
1803 Broadway St
Suite 600
San Antonio TX 78215
(210) 898.3005
Certain Bank of America Private Bank associates on this team are FINRA registered. For more information visit
Meet Our Team
Margaret Walker,

CAP®

Managing Director, Private Client Manager II
210.898.3008
Chris Kleberg
Senior Vice President, Private Client Advisor II
210.898.3007
Max Goodrich,

CFA, CFP®

Managing Director, Portfolio Mgr III
210.898.3009
Bernic Flora,

CAIA®, CFA®

Managing Director, Portfolio Mgr III
210.898.3010
Dennis Campbell,

CTFA

Senior Vice President, Senior Trust Officer
210.898.3014
Julie Crockett
Vice President, Senior Trust Officer
210.898.3015
Daniel Lasater
Senior Vice President, Private Client Advisor II
210.898.3006
Key Contacts
Renee R Melton
Private Bank Senior Associate
Michael Anthony Barbola
Client & Business Manager I
Jenny L Rodriguez
Private Bank Senior Associate
Extensive Reach, Innovation and A Legacy of Trust

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.