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.
Senior Vice President, Private Client Advisor
Sue Ajan is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in McLean, Virginia. Sue works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Sue and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Sue has worked in the financial services industry for 25 years. Prior to joining Bank of America Private Bank in 2022, she served as Credit Solutions Advisor at Bank of America helping give her experience and insight into the wealth management needs of ultra-high-net-worth individuals and families.
Before joining Bank of America, Sue worked as Economic Advisor for many years on a global level, focusing on economic programs between the European Union and Middle East. Sue worked closely with WTO, World Bank, UN, and German agencies and was involved in government committees to work on different economics initiatives such as establishing the Damascus Stock Market.
Sue holds a Bachelor’s degree in Economics and a Master’s degree in Business Administration and Finance. She has traveled worldwide to learn from various countries’ economic experiences and earned trade and economic certificates and diplomas from Malaysia, Sweden, Japan, and France.
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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 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.