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.
Tamara R O'Connor
Senior Vice President, Private Client Advisor
Tamara O’Connor is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. She has spent more than 30 years in the financial industry. Today, Tamara addresses the financial complexities facing an affluent clientele, generations of their families, and non-profit organizations.
Tamara is devoted to serving the best interests of clients. She and her team of experienced professionals assist clients with customized investments, financial and estate planning services, philanthropic solutions and a wide range of financing including commercial and residential mortgages, construction loans, yacht, fine art, and aviation loans.* On behalf of business owners, she works to help them receive optimal value from a corporate sale and maximize that value further with tax minimization strategies and estate planning. Tamara also dedicates time to educate the next generation on what it means to handle the responsibilities of having wealth.
Before joining Bank of America Private Bank (formerly U.S. Trust) in 2000, Tamara managed middle market company relationships for Chase Bank and large corporate relationships with Bank of New York and PNC Bank. She began her career in the oil and gas division of RepublicBank.
Tamara holds an M.B.A. with a concentration in finance from Vanderbilt University and a B.S. in psychology from the University of Oklahoma, where she graduated magna cum laude in the honors program. She serves on Senior Source Community Leaders Advisory Council and the UT Southwestern Estate Planning Council. She is a former member of the inaugural UT Southwestern President’s Advisory Board and the Perot Museum of Nature and Science Board of Directors.
Tamara and her husband, Tim, enjoy tennis, golf and travel – especially, visiting their daughter, who works in New York City.
*Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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 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.