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.
Wendy Simpson is a Vice President and Private Client Manager with Bank of America Private Bank in St. Louis. Wendy provides tailored financial advice and guidance to individuals, families, and institutions, helping them pursue their priorities more effectively. A strong relationship builder, she looks to create a distinctive client experience firmly centered on each person’s long-term well-being. Her tenure and continuity with the firm allow her to pinpoint resources and capabilities enterprise wide, facilitating progress toward meaningful goals.
Forward looking, Wendy works in concert with a client’s Private Client Advisor, as well as a team of dedicated specialists, to uncover possible efficiencies across multiple aspects of wealth. Their collaboration encompasses diverse disciplines, including credit and banking, investment management, trust and estate planning services, business and succession planning, wealth strategy, and philanthropy. Wendy brings more than seven years of direct lending experience to her role, providing her with a nuanced understanding of the underwriting process and client-liquidity needs. This background, she believes, allows her to expedite timely responses to lending inquiries and maintain close communication with clients about the status of her efforts on their behalf.
Wendy has worked at Bank of America since 2013. Prior to her current role, she served as a Senior Small Business Banker, enabling her to gain an in-depth understanding of the needs of business owners and entrepreneurs. Her tenure also includes roles as a Small Business Consultant and Personal Banker, heightening her knowledge of area businesses and cementing her service ethic.
Wendy and her husband James have five children, two dogs, and two cats. In her free time, she loves spending time with her family, being outdoors, and staying active—from softball and tennis, to golf and volleyball.
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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.