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.
Tiffany L Owens
Senior Vice President, Private Client Advisor
Professional Profile
Tiffany Owens is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Kansas City, Missouri. Tiffany works closely with multi-generational families, family offices, business owners, and senior executives, helping them to thoughtfully and efficiently grow, preserve, and transfer their wealth. Tiffany also focuses on the unique needs of women, recognizing that the many roles women play as parent, caregiver, and professional can make their financial lives more complex.
Tiffany connects clients to an extensive range of resources, encompassing investments, trust and estate planning services, banking, business and succession planning, and philanthropy. Her experience allows her to harness broad capabilities, while maintaining the close client relationships that are her hallmark as an Advisor.
Tiffany joined the Private Bank (formerly U.S. Trust) in 2011. Prior to serving as a Private Client Advisor, she was the Market Trust Executive for Kansas City and St. Louis, where she led a team of trust professionals. Previously, she was a Trust Officer for a regional trust company. She has more than 15 years of financial services experience.
Tiffany earned her M.B.A. from the University of Missouri – Kansas City, where she later served as an adjunct professor. She also holds a B.S. in accounting from Missouri Western State University. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Tiffany is currently serving on the Board of Directors for Harvesters - The Community Food Network, The First Tee of Greater Kansas City and United WE (formerly Women’s Foundation).
Married with two children, Tiffany enjoys spending time outside with her active family, particularly hiking, playing golf, and taking long walks or runs with their much-loved dogs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
ORGANIZATIONS
- Harvesters - The Community Food Network
- Junior Achievement of Greater Kansas City
- United WE (formerly Women's Foundation)
EDUCATION
- MIssouri Western State University
- University of Missouri - Kansas City
LANGUAGES
- English
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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
FEATURED ARTICLES
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.
