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.
Susan L Wagner
Senior Vice President, Private Client Manager
Professional Profile
Susan Wagner is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Houston, Texas. In concert with her team of talented specialists and supported by the global enterprise, she plays a pivotal role in helping craft and implement highly customized wealth strategies that address each client’s priorities.
Susan brings more than 30 years of financial services experience to a loyal clientele of entrepreneurs and CEOs, multiple generations of wealthy families, and family offices. Inspired by clients and happy to meet their families and nurture new relationships, Susan is proud to help clients pursue and achieve their financial goals. With a deep focus on Investment management and estate planning services, Susan and her team aim to leverage clients’ balance sheets to facilitate liquidity solutions, real estate transactions (especially, for large farms and ranches), secured lending and commercial financing.
Prior to joining Bank of America (formerly U.S. Trust) in 2010, Susan spent 17 years at J.P. Morgan Private Bank as a private client advisor. A native of Houston, Susan has generously served her hometown for many years – including having served as President of the Board of the Children’s Assessment Center Foundation and Treasurer of the Board of the March of Dimes (Gulf Coast Regional Office). Susan holds a B.S. degree from Sam Houston State University.
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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.
