Bank of America Private Client Advisor Juanita Vitali-Cox

Bank of America Private Client Advisor Juanita Vitali-Cox is a financial planner in Columbia, SC. The firm provides financial guidance and wealth management services to ultra-high-net-worth individuals, families, and non-profits within the region.

The team, led by Senior Vice President and Private Client Advisor Lindsey Spires Griffin, specializes in addressing complex financial management priorities. Their expertise includes asset management, multi-generational wealth transfer strategies, philanthropic giving, and debt financing solutions. By leveraging the global resources of Bank of America, the specialists aim to advance the unique objectives of each client through a diligent and consistent approach.

Located on Gervais Street, the office is situated near the Supreme Court of SC and the Trinity Episcopal Cathedral. The area is also home to the SC Generals of the Independence monument and the James F. Byrnes public artwork.

The firm is recognized for its deep connection to the local community and its commitment to precision in client service. The professionals on this team bring extensive experience in managing complex financial needs and navigating various economic landscapes.

This practice provides dedicated wealth management and financial planning for the diverse needs of the Columbia community.

Services:

• Asset Management
• Debt Financing Solutions
• Multi-generational Wealth Transfer Strategies
• Philanthropic Giving Solutions