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.
Senior Vice President, Private Client Advisor
Wesley D. Weise is a Senior Vice President and Private Client Advisor for Bank of America Private Bank in Denver, Colorado, focusing on customized strategies for asset management and credit needs of high-net-worth clients. In this capacity, Wesley works with successful individuals, families, business owners and executives, as well as non-profit entities, to help them pursue their goals. Bank of America Private Bank services include asset management, manager selection, estate planning services, retirement planning, business succession planning, tax minimization strategies and personalized lending strategies.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in December of 2014, Wesley was with Northern Trust in the Wealth Strategies Group working with high-net-worth families. He joined Northern Trust in California in 2000, relocating to Colorado in 2006.
Wesley has a long history of being active in the business community. He has co-taught for the CPE4U (previously University of Denver Graduate Tax Program), was a member of the 2008 Downtown Denver Partnership’s (DDP) Leadership Program and is past chair of the Membership Committee for the DDP. Wesley is a past board member, having served as secretary and then vice chair, for the Bonfils Blood Center Foundation. Additionally, Wesley is a past advisory board member, including past treasurer, for Colorado Philanthropic Advisors Network. He is a member of the Rocky Mountain Estate Planning Council, on the associate board for ACE Scholarships and is the Legacy Board chair for the Colorado Companies to Watch program.
Wesley Weise holds the CERTIFIED FINANCIAL PLANNER™ certification.
Wesley does not provide tax advice in his role at Bank of America Private Bank.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) 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.