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Bank of America
Wealth Management, Corporate (with an investment arm), Asset Management, Investment Bank
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. It is a global leader in corporate and investment banking and trading, as well as among the world's leading wealth management companies.
Overview and Management
Establishment Year
Mission
Helping to make financial lives better through the power of every connection.
Values
Responsible growth, ethical business practices, inclusion, and diversity.
Investment Roles
Direct Investor, General Partner (GP), Intermediary
Participant Demographics
Serving approximately 56 million U.S. consumer and small business relationships.
Generational Wealth Planning
Through Merrill, the firm offers financial planning and advisory services to help clients build and manage their wealth.
Risk Tolerance
References or Case Studies
Team Experience
Notable Achievements
Recognized as the world's best bank for diversity and inclusion by Euromoney Magazine in 2023; accolades for customer satisfaction in financial health support by J.D. Power.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
Phone Number
Address
Charlotte United States