As a Private Client Advisor for Bank of America Private Bank, I work with individuals and families to preserve wealth, help build legacies, share wealth with future generations, plan for growth and successions in private businesses, and support charitable causes that are important to my clients. I do this by applying the knowledge and acumen I have gained from more than three decades in banking and wealth management to help clients streamline the complexities of significant wealth. As the leader of a client's Bank of America Private Bank team, I oversee the development of integrated strategies and tactics in investment management, banking and lending, trust and estate planning services, business succession, and philanthropy. I work in concert with locally-based specialists to identify each client's unique objectives, pursuing those goals with precision and resolve. A Long Island native, I am active in the community, serving on the board of Catholic Charities of the Diocese of Rockville Centre as well as having served on the board of Long Island Cares: The Harry Chapin Food Bank.