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.
Paola Tomassini
Senior Vice President, Private Client Advisor
Professional Profile
Paola Tomassini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. In her role she advises high net worth individuals and families on the many aspects of their financial lives and is part of a team that provides guidance on investment management, wealth transfer, and credit needs as well as trust and estate planning. She strives to help clients manage their financial and legacy complexities by collaborating with an array of professionals who will use their areas of knowledge to deepen their understanding of clients’ needs and help them pursue their goals and aspirations. Working together, she looks forward to provide an integrated wealth strategy tailored to each client.
EDUCATION
- Palo Verde High School
LANGUAGES
- English
- Italian
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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
Key Contacts
Let's Have A Conversation
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.
