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.
Will Horn is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. Orchestrating a team of specialists and supported by the extensive resources of the global enterprise, he addresses the distinct and wide-ranging wealth management requirements of senior-level financial executives (including venture capitalists, private equity and hedge fund principals), entrepreneurs, business owners, generations of families, and multi-family offices.
Working in concert, Will and his team provide clients with customized lending, credit and banking solutions, investment management, tax-minimization strategies, trust and estate planning services, family office services and philanthropic strategies.
As their primary contact, Will aims to encourage meaningful conversations with clients that help him identify their needs, provide guidance, and coordinate with the appropriate professionals within the Private Bank. He also puts a premium on ensuring a professional and personal client experience – "giving back time to his clients through excellent service across their financial lives," as he describes it.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2014, Will was a Personal Banker at Bank of America, acquiring the knowledge and know-how to address the complex financial needs of high-net-worth individuals and families. Will holds a bachelor’s degree in anthropology from the University of Vermont. He is a Boston Estate Planning Council member and plays basketball in the Cambridge Athletic Club. He resides in Medford, Massachusetts with his dog Olive.
- University of Vermont
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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
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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.