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.
Timothy “Tim” Davis is a Senior Vice President and Private Client Advisor II with Bank of America Private Bank in Atlanta, Georgia. Drawing upon his extensive experience in commercial and consumer banking, Tim strives to help successful, high-net-worth individuals and their families address the complexities of managing their financial lives currently and for years to come.
Tim and his select team of knowledgeable specialists work collaboratively and closely with active and retired high-net-worth clients including owners of family businesses, C-suite executives at privately held businesses, generations of their families, and non-profit organizations on both coasts.
Encouraging the innovative formulation of customized strategies, Tim manages the input of specialists on his team. Tim’s goal is to create a framework for clients where tax minimization strategies and estate planning services align with tailored investment management, wealth structuring, exit planning, and credit and lending solutions for residential and commercial purposes. He also assists clients who seek legacy planning to help them pass along wealth and values to their children and grandchildren.
Tim joined Bank of America in 2007 and moved to the Private Bank (formerly U.S. Trust) in 2019. Prior to that, he held several positions within the Metro Atlanta area, including personal banker, banking center manager, consumer market manager, small business banker and business banker.
Tim holds a Bachelor of Business Administration degree from the University of Mississippi and is a loyal Ole Miss football fan.
Actively involved in his community, Tim is a Bank of America Brand Ambassador, a member of IGEN, ALN and LEAD Employee Networks, the Cobb County Chamber of Commerce, North Fulton Chamber of Commerce, Forsyth Chamber of Commerce, and Grace Chapel Church of Christ.
Tim resides in Cumming with his wife, Jennifer, and their two children.
- Intergenerational Employee Network
- The Wildlife Club
- University of Mississippi
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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.