Todd R. Braulick is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in San Antonio, Texas. Todd provides customized advice and guidance to individuals, families, and institutions, helping them discern their priorities and goals, and pursuing those objectives with care and resolve. Forward thinking, he is skilled in helping clients anticipate key junctures in the management of their wealth and identifying investment, credit and banking solutions in a proactive manner.
Todd applies the knowledge and insight he has gained from advising an accomplished clientele. For individuals and families, he serves as a reliable resource and empathetic guide. Working in concert with locally based specialists, he looks to uncover possible efficiencies on both sides of a client’s balance sheet, mindful of a family’s philanthropic objectives. As a specially designated Institutional Client Advisor, Todd is also adept at addressing the distinctive needs of endowments, foundations, and charitable organizations. His first-hand experience in the non-profit sector heightens his ability to connect clients to a suite of capabilities designed to support their mission, deepen their organizational capacity, and enhance their financial stability.
Todd has more than 25 years of legal, philanthropic, and financial services experience. He joined the Private Bank (formerly U.S. Trust) in 2011 and served as Market Trust Director and Senior Trust Officer prior to becoming a Private Client Advisor in 2015. Previously, he spent twelve years as an executive with the American Cancer Society. He earned his J.D. from St. Mary’s University, his B.A. from Texas Lutheran University (TLU), and the Chartered Advisor in Philanthropy® designation from The American College of Financial Services.
Todd currently serves on the Campaign Committee for the American Cancer Society's San Antonio Hope Lodge, the TLU Development Board and the Board of the St. Luke's Health Ministries. He is also active in his parish and children's schools.
In his role at Bank of America Private Bank, Todd does not provide legal advice.
*Chartered Advisor in Philanthropy® and the CAP® 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.