Bank of america private client

Author: n | 2025-04-24

Bank of America Private Client review: fees, minimums, requirements, investing and banking services. Bank of America operates a private bank for its swankiest clients. A

Bank of America Private Client Manager Salaries

Important notice: You are now leaving the Bank of America Private Bank website Advertising Practices Bank of America Private Bank is not a broker-dealer. However, certain Advisors who work for Bank of America Private Bank may be registered with Merrill Lynch, Pierce, Fenner & Smith (MLPF&S). You can find information about MLPF&S and registered Advisors via FINRA's BrokerCheck website. You are leaving Bank of America Private Bank’s website and being directed to FINRA’S BrokerCheck. The website is not owned by Bank of America Private Bank, Bank of America® or their affiliates and is subject to separate terms and privacy policies. We strive to provide you with information about products and services you might find interesting and useful. Relationship-based ads and online behavioral advertising help us do that. Bank of America participates in the Digital Advertising Alliance ("DAA") self-regulatory Principles for Online Behavioral Advertising and uses the Advertising Options Icon on our behavioral ads on non-affiliated third-party sites (excluding ads appearing on platforms that do not accept the icon). Ads served on our behalf by these companies do not contain unencrypted personal information and we limit the use of personal information by companies that serve our ads. To learn more about ad choices, or to opt out of interest-based advertising with non-affiliated third-party sites, visit YourAdChoices powered by the DAA or through the Network Advertising Initiative's Opt-Out Tool. You may also visit the individual sites for additional information on their data and privacy practices and opt-out options. To learn more about relationship-based ads, online behavioral advertising and our privacy practices, please review the Bank of America Online Privacy Notice and our Online Privacy FAQs. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. This material does not take into account a client's particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.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, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.Bank of America Private Bank is a division of Bank of America, N.A.U.S. Trust

Private Wealth Client Associate - Bank of America

Group Editor February 18, 2025 The move represents a number of developments across BoA's wealth management and private banking arm in recent months. Bank of America Private Bank has appointed Mike Marino as Georgia market executive. Previously, he worked at JP Morgan Private Bank, where he was vice chairman of its South Atlantic region. Marino is on garden leave and will join BoA in late April, this publication understands. In total, Marino has more than three decades’ industry experience, working in private banking and investment banking. He holds a BA from Vanderbilt University and an MBA from Emory University. Marino has held leadership positions for educational organizations including the Emory University Advisory Board, finance committee chair for Atlanta Speech School, and The Posse Foundation Board. Marino serves as a board member for the Capital City Club as well as the Purpose Built Communities organization. See here for the latest financial results at Bank of America. In January, BoA's Merrill Wealth Management launched its new UHNW Advisory Group. In November, Bank of America Private Bank added a team of former Citi Private Bank figures in Palm Beach, Florida.. Bank of America Private Client review: fees, minimums, requirements, investing and banking services. Bank of America operates a private bank for its swankiest clients. A Dan joined LaSalle Bank in 2025 which was acquired by Bank of America in 2025, when Dan became a Private Client Advisor at Bank of America Private Bank. As a Private Client Advisor

Bank of America Private Bank Named Best Private Bank in North America

Share in account privilegesSuccession: UnlimitedPrivate foundation offering: Foundation management services6Client type: May be ideal for philanthropists who prioritize flexibility and controlTax preparation: Available to foundations provided our firm manages all assetsAdministration: Broad range of administrative services availableAccount minimums: Greater than $5 million is recommended, with no strict minimumsAssets accepted:CashSecurities and mutual fundsRestricted stock and closely held business interests4Hedge funds and private equity interest4Real estate, timberland, farms and ranches4Gas, oil and mineral rights4Certain other nonfinancial tangible assets4Other complex assets4Support from grantmaking professionals: Comprehensive support including strategic planning, grantmaking and administrative services, mission development, governance and compliance5Family involvement: Family members and other trusted advisors may be involved in roles such as trustee, director or advisorSuccession: UnlimitedFor donor-advised fund questions contact the Charitable Gift Fund at 888-703-3436 or email us at [email protected] private foundation questions or general philanthropic solution inquiries, email us at [email protected]. Learn more about strategic philanthropy & grantmaking Explore more insights 1 This limitation was increased from 50% to 60% for years 2018 through 2025, if all gifts are made in cash. It is scheduled to “sunset” and return to 50% in 2026. 2 Fair market value deductions generally subject to one-year holding period.3 Income received from investment assets (before taxes) such as bonds, stocks, mutual funds, loans and other investments (less related expenses). 4 Please note: additional fees may apply to taking in and managing these assets.5 Custom philanthropic strategy services are available for giving vehicle accounts > $10MM and/or households with investment assets > $25MM.6 Additional fees may apply to some of these services.Donor-advised fund and private foundation management are provided by Bank of America Private Bank, a division of Bank of America N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust, fiduciary, and investment management services are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly 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.Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.Bank of America Private Bank is a division of Bank of America, N.A.U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.p>Investment products:Are Not FDIC Insured Are Not Bank Guaranteed May Lose ValueBank 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.

Private Wealth Client Associate - Bank of America Careers

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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.

Private Client Manager II - Bank of America Careers

LOSS OR INJURY RELATING TO, ARISING OUT OF, OR CAUSED IN WHOLE OR IN PART BY, ITS ACTS OR OMISSIONS, EVEN IF NEGLIGENT, RELATING TO THE ACCURACY, CORRECTNESS, COMPLETENESS, OR CURRENTNESS OF THE SERVICE. CLIENT RELEASES EQUIFAX AND ITS DATA PROVIDERS AND SUPPLIERS, AND THEIR RESPECTIVE DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, EMPLOYEES, INDEPENDENT CONTRACTORS, DATA FURNISHERS, SUCCESSORS AND ASSIGNS (THE “RELEASED ENTITIES”) FROM LIABILITY FOR ANY ACTS OR OMISSIONS IN CONNECTION WITH THE PREPARATION OF SERVICE AND THE INFORMATION THEREIN AND FROM ANY LOSS OR EXPENSE SUFFERED BY QUALIFIED SUBSCRIBER OR USERS (INCLUDING APPROVED GSES AND PRIVATE ISSUERS) RESULTING DIRECTLY OR INDIRECTLY FROM THE SERVICE. CLIENT COVENANTS NOT TO SUE OR MAINTAIN ANY CLAIM, CAUSE OF ACTION, DEMAND, CROSS-ACTION, COUNTERCLAIM, THIRD-PARTY ACTION OR OTHER FORM OF PLEADING AGAINST EQUIFAX, ITS DATA PROVIDERS AND SUPPLIERS, OR RELEASED ENTITIES ARISING OUT OF OR RELATING IN ANY WAY TO THE CURRENCY, ACCURACY OR INACCURACY, VALIDITY OR NONVALIDITY, OR COMPLETENESS OF ANY OF THE SERVICE. . Referrals to Consumer Reporting Agency. Client will refer the consumer to NCTUE whenever the consumer disputes information contained in the Telco & Utilities Attributes disclosed by Client. Term. This Addendum will be effective as of the date described above, and thereafter will run coterminous with the Agreement. In addition, the Telco & Utilities Attributes included as part of the Service are provided through Equifax as a reseller of the information from NCTUE. As such Equifax may immediately terminate this Addendum or suspend provision the Services, without penalty or liability, if the continued provision of all or any portion of the Information Services becomes impossible, impractical, or undesirable due to a change in applicable law, an Equifax policy with respect to data security, consumer privacy, maintenance of Information Services with current industry standards, or a third party data source restriction (including NCTUE). Equifax will provide written notice of such termination or suspension as far in advance of the effective date as is reasonably practical under the circumstances. Pricing. The Telco & Utilities Attributes are provided at no additional cost with the Trended Credit*Hi-Lite. Effect of the Addendum. The Agreement and all of its terms and conditions, as amended by this Addendum, shall remain in full force and effect. If there is a conflict between the terms of this Addendum and the terms of the Agreement, the terms of this Addendum shall prevail. Exhibit A Approved GSEs and Private Issuers Approved GSEs (including Government Agencies) Federal Home Loan Banks. Federal National Mortgage Association (FNMA or Fannie Mae) Federal Home Loan Mortgage Corporation (FHLMC or Freddie Mac) Government National Mortgage Association (Ginnie Mae) Veterans Administration (VA loans) U.S Department of Agriculture (USDA) HUD/FHA Private Issuers 1st Financial Bank USA ACC Mortgage Inc AmeriHome Mortgage Co Amherst Pierpont Securities Angel Oak Home Loans Annaly Capital Bank of America Bank of the West Barclays BMO Capital Markets Builder Finance SoFi Chase Chimera Investment Corp Citibank Citizens Bank Credit Suisse Deutsche Bank Fifth Third Bank First Key Mortgage First National Bank of Omaha Flagstar Freedom. Bank of America Private Client review: fees, minimums, requirements, investing and banking services. Bank of America operates a private bank for its swankiest clients. A

Private Client Advisor II - Bank of America Careers

Non-vested RSU accounts do not qualify. *Chase reserves the right to amend, terminate or withdraw the rate discount at any time without prior notice. Same page link returns to footnote reference 27AUTO PURCHASE: As a Chase Private Client, you receive a rate discount of 0.25% off standard auto loan rates through Chase Auto, available for chase.com applications only. Not available for applications submitted to a dealer. Rate discounts are subject to change at any time. To finance a new or used car with Chase Auto you must purchase your car from a dealer in the Chase network. All applications are subject to credit approval by JPMorgan Chase Bank, N.A. ("Chase"). The dealer will be the original creditor and assign the financing to Chase. Additional terms and conditions apply, such as vehicle make, age and mileage. Checking Text Message Program: Message and data rates may apply. For Help call 1-800-935-9935. Reply STOP to 40107 to no longer receive Chase Checking text messages until you provide your consent again. Mobile carriers not liable for delayed or undelivered messages. "Chase Private Client" is the brand name for a banking and investment offering, requiring a Chase Private Client Checking account. Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit and home lending products offered by JPMorgan Chase Bank, N.A. Member FDIC. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Products and services described as well as associated fees, charges, interest rates and balance requirements may differ among different geographic locations. Not all products and services are offered at all locations. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC. Equal Opportunity Lender. All home lending products are subject to credit and property approval. Rates, program terms and conditions are subject to change without notice. Not all products are available in all states or for all amounts. Other restrictions and limitations apply. For Home Lending products, the employee rate discount cannot be combined with any other rate discounts except Relationship Pricing. Offers to employees are subject to change at any time without prior notice. This offer is only available to U.S. citizens and legal residents within the United States of America. LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT