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 W. Messmann is a Managing Director and Market Leader for Bank of America Private Bank in Dallas, Texas. Wendy works closely with Private Client Advisors, Private Client Managers, Trust Officers and Portfolio Managers to optimize the client experience, fostering a culture of in-depth customization, effective collaboration and responsible team growth. Wendy has been serving the ultra-high-net-worth sector for nearly two decades and is closely attuned to the services and strategies that can provide a differentiated experience for individuals, families and nonprofit institutions. She grounds her approach in integrity and transparency, committed to advancing the long-term best interest of each client.
Prior to taking this role, Wendy served as the Market Investment Executive for the North Texas, Oklahoma and Kansas markets since 2012. Previously, Wendy worked with the Family Wealth Advisors group, a highly specialized group that delivers customized strategies to some of the nation’s wealthiest families, after having been a Portfolio Manager for several years.
Wendy is a graduate of Southern Methodist University with a B.S. in Business Administration and earned her M.B.A. in Finance from Arizona State University. She holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Alternative Investment AnalystSM (CAIASM®) designation and is a CFA® charter holder. *
Active in her community, Wendy serves as a board member for several charitable organizations. She is currently Board Chair Emeritus for CitySquare and New Friends New Life. In addition, she is the past President of National Charity League, Park Cities Chapter, was Co- chair of The Cattle Barons Ball in 2019 and is a Leadership Dallas alumni, class of 2017. Wendy resides in Dallas with her husband and two daughters.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.