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.
Yvonne Phillips, CTFA, is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in El Segundo/Los Angeles, California. She has more than 24 years of trust, estate administration and relationship management experience. She works closely with her team of specialists to develop and execute comprehensive wealth management plans that are tailored to client needs. She is responsible for all non-investment servicing on investment management accounts, trusts, IRAs and custody accounts; she also provides general financial, fiduciary and estate planning guidance for clients and families. Prior to Bank of America Private Bank, Yvonne worked with high-net-worth families and institutions, most recently at Northern Trust as a Personal Trust Relationship Manager. Her other work tenures include Trust Officer roles at Citigroup, Wells Fargo and Merrill.
Yvonne holds a B.S. in Business Administration from the University of Southern California, a J.D. from Southwestern University School of Law and an LL.M. from Golden Gate University School of Law. She is a member of The State Bar of California, South Bay Estate Planning Council and Beverly Hills Estate Planning Council. Yvonne is a former member of the Los Angeles Estate Planning Council.
Yvonne does not provide legal or tax advice in her role at Bank of America Private Bank.
Yvonne Phillips 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.