Private Bank, Bank of America
Contact Information
-
Address
355 S Main St Suite 700, Greenville, SC 29601, Greenville, SC, 29601 -
Phone
(800) 878-7878
Location
About Private Bank, Bank of America
Private Bank, Bank of America is a financial consultant in Greenville, SC. The branch specializes in wealth management and private banking services, catering to clients with complex financial needs. The team focuses on building personalized wealth plans that align with individual values and family goals, developing solutions that address current worth and legacy building for future generations. Clients can find an advisor by name to begin working with a team of specialists who listen to their priorities and construct strategies specific to their life circumstances.
The office is located at 355 S Main St Suite 700 in Greenville, SC. It operates Monday through Friday from 9:00 am to 5:00 pm and is closed on weekends. The location provides direct access to private banking resources within the Greenville area, serving as a dedicated point for wealth management consultations.
This branch offers a focused environment for financial planning in Greenville, SC, where advisors work directly with clients to structure wealth strategies based on personal priorities.
Services:
- Endowments & Foundations solutions
- Lifetime Gifting & Legacy Planning
- Lifetime gifting and legacy planning
- Philanthropic planning based on values, purpose, and needs
- Philanthropy advisory
- Tailored solutions for endowments & foundations
- Trust & Estates services
- Trust & estates management to meet short- and long-term goals
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