William Evans

Senior Vice President, Private Client Advisor

Professional Profile

Bill Evans is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Chicago, Illinois. Bill helps individuals, families, and nonprofit organizations pursue their financial goals with greater clarity and precision. A veteran advisor, Bill offers first-hand insight into the opportunities and challenges that significant wealth can entail. Working in concert with a team of locally based specialists, he spearheads the design and implementation of customized strategies that reflect the distinctive priorities of each client.

 

Bill has particular depth catering to the needs of business owners and executives. He is skilled in analyzing the intersection of their personal and professional wealth, and uncovering potential efficiencies in investing, lending, business succession planning, cash-flow, liquidity, and wealth transfer. He is also adept in advising nonprofit organizations, supporting their long-term mission fulfilment through fiduciary asset management and strategic planning.

 

Prior to joining Bank of America Private Bank, Bill was an Executive Director with J.P. Morgan Private Bank in Chicago, where he advised affluent families, private business owners, and nonprofit organizations. Previously, he served as a Financial Advisor with Alliance Bernstein Global Wealth Management, also in Chicago. His career includes tenures with Morgan Stanley and Goldman Sachs, where he focused on institutional fixed income. He began his financial services career in 1992 after earning his B.A. in economics from the honors program at Boston College.

 

Bill is a member of University Club of Chicago, and is active with First Tee of greater Chicago. An avid triathlete, he has completed over 90 triathlons including thirteen Iron Man competitions. He is also a speed golf enthusiast and has competed in the world championships at the Glen Club in Glenview, Illinois.

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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 (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.

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.