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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 offers comprehensive research and insights, family office solutions, investment and asset management planning and advisory, philanthropy, cash management, business transition, 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, and Middle-East, and Africa. BoAWM is headquartered in Charlotte, North Carolina, the US.

Headquarters United States of America

Address 100 North Tryon Street, Bank Of America Corporate Center, Charlotte, North Carolina, 28255


Telephone 1 704 3865681

No of Employees 20,586

Industry Financial Services

Revenue (2020) $19.5B

   

   

Products and Services

Services
Research and Insights:
Stock Research
Option Research
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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 Deutsche Bank Wealth Management
Headquarters United States of America United States of America Switzerland United States of America Germany
City Charlotte New York City Zurich New York City Frankfurt
State/Province North Carolina New York Zurich New York Hessen
No. of Employees 20,586 - 22,674 - -
Entity Type Private Private Private Private Private
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Executives
Name Position Board Since Age
Tram V. Nguyen Global Corporate Strategy Executive; Head - Wealth Management Banking Products Senior Management - -
Janet Ryan Managing Director; Private Client Advisor - U.S. Trust, Bank of America Private Wealth Management Senior Management - -
Keith T. Banks Head - Investment Solutions Group; Vice Chairman - Wealth Management Senior Management - -
Mary Ann Bartels Managing Director Senior Management - -
Lorna R. Sabbia Head - Retirement and Personal Wealth Solutions Senior Management - -
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
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