Timothy A Clark

Managing Director, Wealth Strategies Advisor

Professional Profile

Timothy A. Clark is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank.  With over 30 years of experience, having joined Bank of America Private Bank in 1992, Tim focuses on assisting wealthy clients and their families, including independent professionals, corporate executives and family-owned businesses, in crafting and implementing comprehensive financial and estate plans.  This focus ensures that a client's financial health is addressed from a very broad perspective encompassing various core areas, including planning in the areas of retirement and cash flow, estate and wealth transfer, trust solutions, tax, charitable, investment, single-stock exit strategies and insurance planning.  This "leading with advice" approach to planning helps to ensure that the financial plan is both integrated among these core areas and thoroughly implemented.

In addition to assisting clients during his career as a Wealth Strategist, Tim has also developed, enhanced and provided support for many custom financial, estate and wealth transfer planning tools used throughout Bank of America through his management of the Planning Tools & Analytics team.  The tools cover the planning areas of retirement, trusts and estates, investments, income tax, stock options, education planning, debt and liquidity management.

Tim holds a Master of Taxation from Seton Hall University, a Master of Business Administration from BYU and the CERTIFIED FINANCIAL PLANNERcertification.


*Tim does not provide tax advice in his role at Bank of America Private Bank.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

 

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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.