Trace Shapiro

Senior Vice President, Private Client Advisor

Professional Profile

Trace Shapiro is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Fort Lauderdale, Florida. He has overall responsibility for leading a local Team of highly experienced financial specialists who help serve a select group of high-net-worth families and business owners. His goal is to both simplify and address the entirety of his clients’ sophisticated financial lives through his Private Bank Team and/or the global resources of Bank of America.

An efficient and creative problem solver, Trace is passionate about understanding each client’s unique story. Long before he formulates any specific plans, he spends a considerable amount of time asking questions to better understand and optimize his clients’ balance sheets allowing them to efficiently meet their short and long term financial objectives. His client-centered approach is brought to life by surrounding clients and their families with the most appropriate Team of experts who have extensive experience in implementing customized banking and lending solutions, wealth structuring vehicles and investment management strategies.

Trace began his career in financial services as a financial advisor with Merrill in 2010. He later became a Merrill sales manager in Fort Lauderdale before joining Bank of America Private Bank (formerly U.S. Trust) in 2015.

Trace is a member of the Greater Fort Lauderdale Chamber of Commerce, Florida State University Seminole Booster Club, Pine Crest School alumni association, and is a graduate of the Leadership Fort Lauderdale Class XXII. He and his wife reside in Lighthouse Point with their two children. In his spare time, Trace enjoys watching south Florida sports, traveling, and spending time with his family.

 

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.