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.
Wes Townshend is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in the Richmond, Virginia office. He focuses on estate planning and trust and estate administration for high-net-worth clients. Wes serves in a fiduciary capacity for families, assisting them with both sides of the balance sheet. He serves as a primary point of contact to help ensure that families benefit holistically from the broad solutions that Bank of America Private Bank has to offer.
As part of a team of specialists who serve clients of Bank of America Private Bank, Wes pays particular attention to wealth transfer needs of clients, providing them with guidance concerning estate and gift planning, retirement and financial planning and asset titling. Wes works closely with the other members of his clients’ Bank of America Private Bank team, including Portfolio Managers and Credit & Banking Specialists, among others, so that clients receive efficient and timely guidance in relation to their wealth planning needs. Wes has over 14 years of experience in the trust and estate planning profession, all with Bank of America Private Bank.
Wes holds the CERTIFIED FINANCIAL PLANNER™ certification and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers. Wes is also a member of the Richmond Estate Planning Council and the Trust Administrator’s Council of Richmond.
When Wes is not in the office, he enjoys spending time with his family, traveling, leading the Middle School Youth Group at Grace Bible Church, reading, and playing percussion.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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.