William J. Meagher

Senior Vice President, Private Client Advisor

Professional Profile

ORGANIZATIONS

  • Cathloic Philopatrian Literary Society
  • Exit Planning Exchange
  • Irish American Business Chamber Network
  • The Union League of Philadelphia

EDUCATION

  • Temple University
  • University of The Sciences in Philadelphia

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

Jeffrey (Jeff) Barson

Portfolio Manager

267.675.0121

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Lisa Mittelman

Senior Trust Officer

267.675.0221

Katherine Powers Cuomo

Private Client Manager

267.675.0128

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

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.

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.