Zachary A Cohen

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Zachary A. Cohen is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank. In this role, Zac focuses on developing and implementing comprehensive strategies to assist clients with complex financial needs such as preservation, transfer and management of wealth by accessing our broad range of wealth management investment, fiduciary and banking services.

Prior to joining the Private Bank from PricewaterhouseCoopers LLP, Zac spent his professional career in public accounting where he counseled clients on a wide range of matters including income tax planning, estate tax planning, wealth transfer planning, charitable planning and deferred compensation planning.  Although Zac served a diverse client base, many of his clients were private business owners or corporate executives. 

Zac earned his Bachelor of Science degree, magna cum laude, from the University of Maryland, College Park, and his Master of Science in Taxation from American University. Zac is a Certified Public Accountant, licensed in Virginia, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant.  He is also an active member in the Washington, D.C. Estate Planning Council. 

Zac does not provide tax advice in his role at Bank of America Private Bank.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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 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.