Bank of America Wealth Management - Company Profile
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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, business transition, philanthropy, cash management, and wealth transfer. The bank also provides 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, the Middle East, and Africa. BoAWM is headquartered in Charlotte, North Carolina, the US.
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
Industry
Financial Services
Revenue (2024)
$22.9B
Bank of America Wealth Management premium industry data and analytics
Products and Services
| Services | Brands |
|---|---|
| Research and Insights: | Bank of America Private Bank |
| Stock Research | Merrill Wealth Management |
| Mutual Fund Research | |
| XYZ | |
| XYZ | |
| XYZ |
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 City |
| State/Province | North Carolina | New York | Zurich | New York | New York |
| No. of Employees | - | - | 9,803 | - | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Lindsay Hans | President - Merrill Wealth Management; Co-Head - Merrill Wealth Management | Senior Management | - | - |
| Eric A. Schimpf | President - Merrill Wealth Management; Co-Head - Merrill Wealth Management | Senior Management | - | - |
| Katy Knox | President - Bank of America Private Bank | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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