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.
Wendy Willett McMillan is a Managing Director and Private Client Advisor with Bank of America Private Bank in Troy, Michigan. Wendy 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, Wendy and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of 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. Wendy works closely with her network of attorneys and CPAs to ensure all areas of focus outside the Private Bank are fully integrated and aligned.
Wendy has worked in the financial services industry for 25 years and has an extensive background in investment management, estate planning, lending, financial planning and equity compensation strategies. She has also participated as a guest speaker at various conferences and seminars on topics pertaining to wealth management and investment strategies.
Prior to joining Bank of America Private Bank in 2022, Wendy worked with top corporate executive clients at Fidelity Investments. Prior to Fidelity, Wendy served as Managing Director at Deutsche Bank Wealth Management, helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Managing Director with Wells Fargo Securities LLC and a Principal at Banc of America Securities LLC in San Francisco. She started her career in New York City in the Merchant Banking Group at Chase Manhattan Bank and later joined Bankers Trust in their derivatives group.
Wendy obtained a B.S. in Finance and International Management from Georgetown University and completed an International Finance/Business program at Oxford University. Wendy is originally from Michigan and she and her husband, James, have moved back home after living on the West Coast for many years.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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.