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Wendy B Gatlin

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Wendy B. Gatlin is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank. In this role, she is responsible for the development, delivery and implementation of innovative tax-oriented strategies and solutions for high net worth individuals and families in the areas of estate, charitable giving and investment planning based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals. This includes coordinating with the client’s team of advisors and by conducting periodic reviews to help clients monitor progress. 

Previously, she worked as an independent tax consultant in the Private Bank's former Planned Giving group.

Prior to joining Bank of America Private Bank, she worked internationally as a tax consultant, where she was responsible for U.S. and international income tax planning and tax preparation for U.S. citizens living and or working abroad. Wendy has also worked as a corporate tax accountant where she was responsible for income tax compliance, preparation and planning for an assigned group of domestic subsidiaries, joint ventures and partnerships.

Wendy earned her B.S. degree in Finance and International Business from the University of Maryland at College Park and her M.S. degree in Taxation from The George Washington University.  She is a *CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. Wendy is a member of the Greensboro Estate Planning Council, The Financial Planning Association. She also serves on the Finance Committee for the United Way of Greater Greensboro, Inc., the Board of Trustees and Finance Committee for WellSpring LifePlan Community and the Finance Committee of The Greensboro Montessori School. 

Wendy does not provide tax advice in her role at Bank of America Private Bank.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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.

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.