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.
Wayne Fortune is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Washington, D.C. He is committed to connecting ultra-high-net-worth families with the banking, credit and wealth planning services and strategies that can improve their whole family’s financial well-being.
Through a very personal dialog, Wayne seeks to learn what you value in life and business. This drives the formation of your hand-picked team of Private Bank professionals and specialists, including client managers, wealth strategists, portfolio managers and analysts in areas such as estate planning services, tax minimization strategies, trusts and philanthropic giving.
Whether he is assisting with planning for the disposition of artwork or other collectibles, or suggesting ideas on how to advance a philanthropic cause, Wayne is committed to offering guidance that is consistent with your intentions. He is persistent and determined when advocating for your needs and does not hesitate to help you pursue your most challenging goals . Wayne is a careful listener and thoughtful when assisting you with issues concerning the effective stewardship of family wealth. Helping communicate your intentions to family members is part of the wealth transfer process to which Wayne is committed to simplifying. He welcomes the opportunity to assist the next generation with their evolving financial lives, helping them with banking and credit needs, budgeting and getting started with wealth management on their own.
Wayne began his banking career in 2004 as a Branch Manager with Bank of America. In 2008 he joined PNC Bank to lead the Chevy Chase branch, one of their largest locations. Later he was tapped to launch their universal branch in Tenleytown, a new concept in design and execution. Wayne transitioned to their private bank in 2018 and worked as a Senior Client Advisor until 2022 when he assumed his current role at Bank of America Private Bank. Wayne is a graduate of James Madison University with a B.A. in finance. He and his partner reside in downtown Washington, D.C.
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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.