Madeleine (Sloan) Sloan Crawford Allen

Senior Vice President, Private Client Advisor

Professional Profile

Sloan Allen is a Senior Vice President and Private Client Advisor with Bank of America Private Bank with 10 years of experience in the financial services industry. Sloan leads a very experienced team of estate and tax planning professionals, portfolio managers, private bankers, trust officers, and philanthropic experts to serve clients and their extended families.

Sloan and her team work closely with high net worth families, private foundations, and nonprofit institutions to develop customized strategies to help meet their investment, credit and wealth structuring needs.

Prior to joining the Private Bank (formerly U.S. Trust) in 2016, Sloan spent time with the Global Commercial Bank at Bank of America Merrill Lynch in Nashville working with companies from $50MM to $2B in revenue.

Prior to that Sloan was in various Corporate Finance roles at Bank of America in Charlotte, NC.

Sloan received her Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill.

Sloan is very involved in her local community and currently serves as the Board Chair of the American Heart Association PULSE Board. Sloan is also a graduate of the Nashville Young Leaders Council. Sloan is active with Big Brothers Big Sisters of Middle Tennessee, as well as the Friends of Vanderbilt Children’s Hospital organization. She is also active with LEAD for Women through the local Bank of America Nashville Chapter.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Emily V Bratton

Trust Officer

615.749.4480

Megan Davis

Senior Trust Officer

615.749.3906

William Hirschman

Portfolio Manager

615.749.3515

Royal H. Fowler

Portfolio Manager

615.749.3801

Kristine (Kris) Lier

Wealth Strategies Advisor

615.749.3496

Key Contacts

Christy M Heinbockel

615.749.4228

Carla Rios

615.749.3045

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.