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.
TREVOR WESLEY FERRILL
Senior Vice President, Private Client Advisor
Professional Profile
Trevor Ferrill is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, MD. Trevor 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, Trevor 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.
Trevor has worked in the financial services industry for over 25 years. He has deep experience and acumen in capital markets, financial planning, portfolio construction, asset allocation analysis, portfolio management, cash flow analysis, management and diversification of concentrated equity positions, lending solutions, derivatives strategies, retirement plan management, alternatives investing, manager evaluation and selection, insurance solutions, trading, and traditional brokerage services.
Prior to joining Bank of America Private Bank in 2022, he served as a Financial Advisor and a Regional Portfolio Manager at Truist Financial Services (formally BB&T) helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Financial Advisor with Morgan Stanley in their Private Wealth Management group and at Deutsche Bank Alex. Brown. Trevor began his career in financial services with T. Rowe Price.
Trevor obtained a Bachelor of Science degree from Towson University. He lives in Towson, MD with his wife and their three teenage children. Trevor is an active member of Cathedral of Mary Our Queen and has served on the finance committees of the Church and the parish school.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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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
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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.
