Dana Lopez is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Washington, D.C. Dana works closely with high-net-worth individuals, families, business owners, associations, foundations, and endowments to develop detailed financial strategies to advance their long-term goals. She not only devises cohesive initiatives, but oversees their implementation, leading a team of specialists with detailed knowledge of investment management, trust and estate planning services, credit, philanthropy, and nonprofit solutions.
Prior to joining Bank of America Private Bank, she was in Consumer and Business Banking with Bank of America, Wells Fargo and American General Financial Services. Dana earned her B.S. from Goldey-Beacom College in Wilmington, Delaware, where she graduated Magna Cum Laude with a double major in Finance and Marketing.
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.