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.
Tom Firth is a Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida, focusing on developing personalized financial strategies to help achieve the complex financial goals of high-net-worth families and individuals. He advises clients on the full spectrum of their wealth management needs in the areas of investment management, trust and estate planning services, philanthropy, credit, and banking services.
Tom has been with Bank of America Private Bank (formerly U.S. Trust) and its predecessors for over 30 years. Joining the Bank as a management trainee, he served in the retail and commercial bank for eight years. He then went on to establish the first Private Bank office for one of Bank of America’s predecessor banks, and spearheaded the growth in the Washington, D.C. region. He has been providing wealth management services since 1986.
A local resident since 1972, Tom is active in the community and has served as a director on numerous non-profit boards. He holds a Bachelor of Science in business administration from the McDonough School of Business at Georgetown University and has attended numerous continuing education programs during his career.
Currently, Tom and his family reside in Boca Grande, Florida.
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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.