Brian Z Fuqua

Senior Vice President, Portfolio Manager

Professional Profile


Zachary Fuqua is a Senior Vice President and Portfolio Manager at Bank of America Private Bank.  In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy.  This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, conducting periodic reviews to help monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing  market environments by providing traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.

 

Prior to joining Bank of America Private Bank, Zachary worked directly with financial advisors who offered tax preparation services through to a full array of services including investing, insurance, estate planning, succession planning, and retirement planning at H.D. Vest. He also worked at Behringer Harvard on real estate offerings  within clients portfolios.

 

He earned his B.S. degree in Finance from Texas A&M University. He received the Chartered Financial Analyst® (CFA®) designation and is an affiliate member of the CFA® Society of South Carolina. Zachary is active in the community and currently supports several charitable organizations such as Nature Conservancy and Edisto Land Trust.


*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.