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.
Todd Galeota is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, in Charlotte, North Carolina. Todd began his career at Bank of America Private Bank in 2012. He works with clients to help identify their primary goals and needs, coordinating both local resources and national capabilities to help pursue clients’ goals. Todd and his team provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services. He can also offer clients access to banking, credit and lending opportunities from Bank of America, N.A.
Todd has worked in the financial services industry since 1999. Prior to joining Bank of America Private Bank, he handled the home lending needs of private banking clients at Bank of America Private Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a regional sales manager with Barclay’s Capital.
Todd Galeota earned his Bachelor’s degree in economics and an M.B.A. from West Virginia University. He is a member of the American Bankers Association and has obtained several graduate level commercial lending certifications. Todd resides in Lake Wylie, South Carolina with his wife Christie and two children, Grace and Owen. An active member and board member of his church, Todd also coaches various youth sports, including football and basketball. His hobbies center around working out, water sports, skiing and running.
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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.