Bank of America Private Bank expands Upstate team with new hires
June 21, 2021
Bank of America Private Bank announced several new hires in Greenville, emphasizing the firm’s commitment to expanding its presence across the United States and serving clients at the local level.
The new Bank of America Private Bank team includes Frank Wilson, Private Client Advisor and Senior Vice President; Lisa Wilson, Private Client Manager and Senior Vice President; Heather Boone, Portfolio Manager and Senior Vice President; and Katherine Odom, Trust Officer and Senior Vice President.
“Throughout the Private Bank’s long history, we have helped our clients manage wealth by providing personalized solutions and a bridge between generations. Using specialized capabilities and a unique team approach, we work with our clients to help them create a legacy that gives meaning to their wealth today and in the future,” said Kim Wilkerson, Bank of America South Carolina President and South Carolina market executive for Bank of America Private Bank. “What truly makes our approach special is the boots on the ground, which is why we are so pleased to add this experienced and dedicated team to work with South Carolina families.”
Frank Wilson joins as a Private Client Advisor and has been in the financial services industry for more than 30 years. Previously, Wilson was a Wealth Advisor at Wells Fargo Private Bank and predecessor organizations for 21 years. Frank is a NASD Registered Principal with Series 7 and 66 securities licenses. He earned a Bachelor of Arts in Economics from the University of Virginia. He has been active with various philanthropic, professional and civic organizations throughout his career. He has served on the boards at Greenville YMCA Metro, Safe Harbor, Carolina Youth Symphony and Neighborhoods in Action.
Lisa Wilson joins as a Private Client Manager and has been in the financial services industry for 23 years. She was a Senior Private Banker with Wells Fargo Private Bank for 14 years and was with Bank of America previously for seven years. Lisa is a NASD Registered Principal with Series 7, 63 and 66 securities licenses. She earned a Bachelor of Science degree with a concentration in Accounting, from Western Carolina University in 1997. She is a 2004 graduate of the South Carolina Bankers School at the University of South Carolina. She is a member of the Oakbrook Preparatory School Parents Club and United Way Women Leadership Council Initiative. She has actively volunteered with Mobile Meals, Boys and Girls Club of the Upstate, Ellen Hines Smith Girl’s Home, Carolina Miracle League Playground Initiative, Converse College Planned Giving Council and The Junior League of Spartanburg.
Heather Boone joins as a Portfolio Manager and has 20 years of investment and client relationship management experience. She was a Senior Investment Strategist with Wells Fargo Private Bank for 6 years. She completed Leadership Tampa in 2009, obtained Chartered Financial Analyst designation in 2006 and graduated from the Florida Bankers Association Trust School in 2003. Heather has a Bachelor of Business Administration in Finance and Economics from the University of Miami Herbert Business School.
Katherine Odom joins as a Trust Officer and has been a part of the financial services industry for 18 years. She was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank with 10 years of combined service. She is a Certified Trust and Financial Advisor and graduated from the ABA National Graduate Trust School. Katherine earned a Bachelor of Science degree in Business Administration from the Darla Moore School of Business at the University of South Carolina. She is a board member of The Family Effect and past president of Hessie Morrah Garden Club. She also served as a member of The Junior League of Greenville and The Junior League of Charlotte.
Bank of America Private Bank
Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. Bank of America Private Bank has more than 4,300 professionals and maintains 93 offices in 31 states. As part of Bank of America, it can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.
Bank of America
Bank of America is one of the world’s leading financial institutions, serving individual consumers, 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. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,700 lending centers, 2,600 financial centers with a Consumer Investment Financial Solutions Advisor and approximately 2,400 business centers; approximately 17,000 ATMs; and award-winning digital banking with approximately 40 million active users, including approximately 31 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
