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.
Susie Oh is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. She works closely with high-net-worth individuals and families to help optimize their planning connected to managing and preserving their wealth. She leads a team of Bank of America Private Bank specialists who work in concert to advise, design and implement comprehensive, tailored financial strategies for clients in the areas of investment management, trust and estate planning services, liquidity event planning, credit and lending, and philanthropy. By identifying a client's primary financial goals and needs, Susie and her team can also coordinate with other internal partners to leverage Bank of America enterprise capabilities and resources to help her clients reach their short- and long-term objectives.
Susie has worked in the financial services industry for more than 30 years, including 10 years with the Private Bank (formerly U.S. Trust). Prior to joining Bank of America Private Bank, she worked as a Sr. Private Banker at Wells Fargo Private Bank eight years. Susie returned to work at Bank of America Private Bank in 2022.
Susie obtained a B.S. in psychology from University of Southern California. She currently serves as the Board Chair of Korean American Coalition Nationally and for the Los Angeles chapter. Susie has also served on the board of St. Barnabas Senior Services in central Los Angeles.
In her spare time, Susie enjoys traveling, gardening and the sharing of great meals with loved ones.
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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
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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.