Bank of America Wealth Management - Company Profile

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Bank of America Wealth Management: Overview

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Bank of America Wealth Management (BoAWM), the wealth management arm of Bank of America, offers a wide range of advisory and planning solutions related to wealth management. It provides comprehensive research and insights, family office solutions, investment and asset management planning and advisory, business transition, philanthropy, cash management, and wealth transfer. The bank also offers impact investing, employee benefits programs, foundation solutions, and cash and liquidity administration. It serves high net-worth individuals, wealthy families, corporate, and institutional clients through branch offices, online portals, and relationship managers. The bank operates in the Americas, Europe, Asia-Pacific, Middle-East, and Africa. BoAWM is headquartered in Charlotte, North Carolina, the US.

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Headquarters United States of America
Address Bank Of America Corporate Center, 100 North Tryon Street, Charlotte, North Carolina, 28255
Website www.ml.com/wealthmanagement.html
Telephone 1 704 3865681
Industry Financial Services
Revenue (2022) $21.7B
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Bank of America Wealth Management premium industry data and analytics

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IT Services Contracts

Improve competitive bidding with insights into all publicly disclosed IT services contracts for Bank of America Wealth Management (including IT outsourcing, business process outsourcing, systems integration & consulting and more).

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ICT Spend & Tech Priorities

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Products and Services

Services Brands
Research and Insights: Bank of America Private Bank
Stock Research Merrill Wealth Management
Option Research U.S. Trust
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Competitor Comparison

Key Parameters Bank of America Wealth Management Morgan Stanley Wealth Management UBS Wealth Management J.P. Morgan Private Bank Goldman Sachs Private Wealth Management
Headquarters United States of America United States of America Switzerland United States of America United States of America
City Charlotte New York City Zurich New York City New York
State/Province North Carolina New York Zurich New York New York
No. of Employees - - 9,215 - 7,422
Entity Type Private Private Private Private Private
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Executives
Name Position Board Since Age
Lorna R. Sabbia Head - Retirement and Personal Wealth Solutions Senior Management - -
Amanda Lasher-Ross Head - Participant Experience Senior Management - -
Chris Hyzy Chief Investment Officer - Bank of America Private Bank and Merrill Wealth Management Senior Management - -
Andrew M. Sieg President - Merrill Wealth Management Senior Management 2017 -
Kathleen A. Knox President - The Private Bank Senior Management 2017 58
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Non Dignissim Eros Proin vel Convallis 2023 XY
Non Dignissim Eros Proin vel Convallis 2023 XY
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