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.
William Heslin, CTFA, is a Vice President and Trust Officer with Bank of America Private Bank in Albany, New York. William is actively involved with advising individuals and families on a broad spectrum of wealth planning topics with a focus on estate planning and fiduciary administration.
William is a lifelong resident of the Capital district in Upstate New York. He joined Bank of America Private Bank (formerly U.S. Trust) in 2019 from another firm where he was a Trust Officer for 8 years.
William obtained his B.S. in English at State University of New York College at Oneonta and an MBA at the College of Saint Rose in Albany, New York. He volunteers his free time with the Southern Saratoga’s YMCA “Reach out for Youth” program as well as coaching youth basketball. He resides in Halfmoon, New York with his wife and two children.
William Heslin holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
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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.