Bank of America Private Client Advisor Samuel Munn

Bank of America Private Client Advisor Samuel Munn is a financial planner in Mt Pleasant, SC. Mark Munn serves as a Managing Director and Private Client Advisor for Bank of America Private Bank in Charleston, SC, and as President for the Charleston/Hilton Head market. He provides strategic guidance to individuals, families, and businesses, including high-net-worth and ultra-high-net-worth families, in investment management, trust and estate planning, philanthropic objectives, and custom credit and lending solutions. He assists owners of privately held companies with succession plans and helps foundations manage assets. Mark Munn has more than three decades of financial services experience. Prior to joining the Private Bank in 2000, he served as market leader for professional and executive banking in Beaufort County, SC, managing personal and business banking relationships for corporate executives, physicians, attorneys, accountants, and other professionals. His career with Bank of America and its predecessor banks includes leadership roles in retail banking, professional and executive banking, and premier banking. He graduated from The Citadel with a Bachelor of Science degree in business administration. He currently serves on the boards of The Gibbes Museum of Art, the Charleston Metro Chamber of Commerce, and Spoleto USA. Andrew United Methodist Church, Hilton Head Christian Academy, and Hilton Head Regional Medical Center. He lives in Charleston with his wife, Cindy, and their two children, Carly and Wesley. His hobbies include golf and water sports such as boating and fishing. Bank of America Private Bank has served clients for more than 200 years. Mark Munn combines decades of local leadership and global banking resources to provide strategic guidance for complex financial lives in Charleston.

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Services:

• Asset Management
• Custom Credit and Lending Solutions
• Debt Financing Solutions
• Investment Management
• Multi-generational Wealth Transfer Strategies
• Philanthropic Giving Solutions
• Philanthropic Objectives
• Succession Planning