Yvonne L Phillips

Senior Vice President, Senior Trust Officer

Professional Profile

Yvonne Phillips is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank. She has more than 18 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 as 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 has earned the Certified Trust and Financial Advisor (CTFA) designation,  sponsored  by the ABA Institute of Certified Bankers. She is a member of The State Bar of California and South Bay Estate Planning Council. Yvonne is a former member of the Los Angeles Estate Planning Council.  

 

Note: Yvonne does not provide legal or tax advice in her role at Bank of America Private Bank.

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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.

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.