Tatiana McHugh

Vice President, Private Client Advisor

Professional Profile

Tatiana McHugh is a Vice President and Private Client Advisor at Bank of America Private Bank, based in Walnut Creek, CA. She works closely with clients to address a range of wealth management needs. 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.

 

Prior to joining Bank of America Private Bank, she served as Private Client Advisor at JP Morgan Chase helping give her experience and insight into the wealth management needs of high net worth individuals and families. Previously, she was a Financial Advisor with Merrill.

 

*Tatiana McHugh does not provide legal advice in her role at Bank of America Private Bank.

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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.

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.