Todd P Galeota

Senior Vice President, Private Client Advisor

Professional Profile

Todd Galeota is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, in Charlotte, North Carolina. He and his team work with large family offices, current and former business owners, Fortune 100 executives, entertainers, athletes and more to help identify goals and needs, coordinate with local resources and deliver national capabilities. As a fiduciary, he and is team provide guidance on investment management, wealth transfer, banking and credit needs, as well as trust and estate planning services.

Todd began his career at Bank of America Private Bank in 2012 and has worked in the financial services industry since 1999. During his career at Bank of America, he has managed teams that handle the credit and banking needs of private banking clients and served as a Private Client Manager at Bank of America Private Bank.

Mr. 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 is passionate about philanthropy and works to advance organizations that focus on supporting children, education, food security and safety.  His hobbies include water sports, basketball, hiking and travelling.

Our Team

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

Steve Boland

Private Client Manager

980.386.9717

Rosalind M. Taylor

Private Client Manager

980.683.4663

Michael R Preisano

Portfolio Manager

980.386.4482

Jennifer S Williams

Senior Trust Officer

980.386.7693

Daniel A Polowy

Portfolio Manager

980.388.5039

Harriet L Johnson

Senior Trust Officer

980.388.2649

Holly S Withers

Portfolio Manager

980.386.5227

James R. McGrath

Portfolio Manager

980.683.9036

True Davis (True) Tang

Senior Trust Officer

980.386.5233

Key Contacts

Colleen Ann Marvin

Private Banking Associate II - Registered

980.386.8310

LuAnn Fisher

Private Bank Senior Associate

980.683.4394

Landra Bryant

Private Bank Senior Associate

980.683.6004

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.