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Professionals you can always turn to.

Experience and expertise are critical when it comes to managing the complexities of your finances, especially in times of uncertainty –it’s our people who set us apart. Take a moment to get to know us in our video series.

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That was just a sip

For more than 200 years, our people have made us who we are. Continue to get to know some key members of our leadership team – not just as financial professionals but as individuals.


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Wealth Tech Awards 2021

PWM wealth tech awards 2021 Best Private Bank for use of Technology, North America
PWM wealth tech awards 2021 Best Private Bank for client acquisition, North America

Professional Wealth Management (PWM)'s Wealth Tech Award for Best Private Bank for Use of Technology (North America) and Best Private Bank for Client Acquisition (North America): Bank of America Private Bank and Merrill Lynch Wealth Management have been recognized by PWM, a Financial Times publication, for digital transformation across the wealth platform, as well as solutions for advisors to leverage digital and social channels to build their digital presence.1

Global Private Banking Awards 2020

Best Private bank in North America for Customer service award
Best Private Bank for Philanthropy Services award

Bank of America Private Bank has been recognized  as Best Private Bank in North America for Customer Service and Best Private Bank for Philanthropy Services (globally) by Professional Wealth Management (PWM), a Financial Times trade publication. PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus.

A thoughtful and thorough approach

While working with your private client advisor, your core team may also include a private client manager, a portfolio manager and/or a trust officer. Depending on your situation, they may also draw upon the guidance of highly-credentialed wealth strategists and specialists for a broad-based view of your finances.

Power behind your goals

Whether it’s evolving markets, the growing complexity of the financial landscape or changing regulatory environments, we’re here to help. You will have access to the broad range of resources from Bank of America.

Key insights