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Bank of America Private Bank Has Been Helping Auto Dealership Owners Manage Their Personal Wealth for Generations
Our Approach
As your auto dealership has grown, your personal wealth has likely increased in size and complexity, creating financial opportunities as well as risks. Bank of America Private Bank has worked with auto dealership owners for generations, offering a comprehensive approach that helps to address both goals and challenges.
We also have Dealer Financial Services professionals who can help your dealership with everything from floor planning to employee benefits. To learn more, please visit Bank of America Dealer Financial Services at bofaml.com/dealerservices.
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Working with Bank of America Private Bank
To learn more about succession and integrated wealth planning, please contact Jesse Mandell at 617.434.9826 or jesse.d.mandell@bofa.com
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
*Brokerage services provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, member SIPC and wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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