Todd G Sherman

Senior Vice President, Private Client Advisor

Professional Profile

Todd Sherman is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Indian Wells, CA. Todd works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Todd and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Todd has worked in the financial services industry for 25 years. He has an extensive credit background.  Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2021, he served as a Wealth Management Lending Officer at Bank of America helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.  He considers himself a local of the desert community, graduating from Palm Desert High School and has lived in the fast-growing Coachella Valley since 1990.

Todd has served on the Bank of America Grants Committee and the Market Presidents Team for the Inland Empire.  He is active in the community and has previously served on the Foundation and Governing Boards for Palm Desert Charter Middle School. Todd and his family pride themselves on being part of the many volunteer events and opportunities the bank provides throughout the year.

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

Asihel Pena

Private Client Manager

949.760.4534

Kabir Mathur

Portfolio Manager

949.760.4642

Karyn Salman

Senior Trust Officer

949.760.4564

Key Contacts

Kay Haag

Private Bank Senior Associate

951.274.4055

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.