I am a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, Maryland. I work closely with high-net-worth and ultra-high-net-worth individuals and families to help optimize and manage their wealth. By identifying my client's primary goals and needs, my team and I coordinate local resources and the national capabilities of Bank of America Enterprise to help my clients reach their objectives. I lead a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.