At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Chuck J McBeain
Senior Vice President, Private Client Advisor
Professional Profile
Chuck J. McBeain is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Minneapolis, Minnesota. Chuck works with high-net-worth individuals, families and institutions throughout the Midwest, devising tailored strategies to address their needs. Chuck engages with clients in a deep and personalized manner; he spends significant time discerning their goals, concerns and aspirations so that he can effectively channel the Private Bank's capabilities.
Chuck assists clients with multiple dimensions of wealth. He works with a team of specialists who bring in-depth knowledge in investments, trust and estate planning, credit, family office services and philanthropy. Chuck is particularly skilled in helping clients who are at crossroads in their wealth due to personal or professional transitions.
Chuck began his financial services career in 1999. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he was a Wealth Management Advisor with the Private Client Reserve at US Bank in Minneapolis. Previously, he spent nearly six years with UBS Financial Services as a Financial Advisor. His career also includes tenures with Edwards Jones Investments and Wells Fargo Investments.
Chuck holds the Certified Trust and Fiduciary Advisor designation and earned his B.S. from Moorhead State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Asset Management Specialist™ designation.
Chuck served on the board of MITY, the Minnesota Institute for Talented Youth. He and his wife Jennifer have two children, Jimmy and Bridget. In his free time, Chuck enjoys attending ice hockey games (particularly those of his son & daughter), playing golf, and spending time outdoors with his family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.
EDUCATION
- Minneasota State Uninversity, Moorhead
LANGUAGES
- English
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
