Bank of America Private Client Advisor Ann Robinson

Bank of America Private Client Advisor Ann Robinson is a financial planner in Greenville, SC. Serving high and ultra-high net worth clients, the practice provides specialized wealth management services, including investment management, wealth strategy, trust and estate planning, philanthropy, and customized credit and lending. Ann Robinson brings over 30 years of banking experience to her clients, offering guidance to multi-generational families throughout the Greenville area.

As a Senior Vice President and Private Client Advisor, Ann Robinson focuses on a personalized approach by learning the specific challenges, goals, and professional aspirations of each client. She works alongside a dedicated Private Bank Team to integrate a wide breadth of resources to address complex financial needs. Her background as a Client Manager for commercial, non-profit, and healthcare clients allows her to effectively incorporate the commercial offerings of the bank into a unified strategy for her clients. Additionally, her professional expertise is supported by an MBA from the University of Kansas School of Business and a BA from Covenant College.

Ann Robinson is recognized for her deep expertise and long-standing commitment to the financial industry. Her reputation is built on a foundation of trust and a specialized ability to organize cohesive action across a client's entire banking team. With decades of experience in the sector, she stands as a highly skilled professional dedicated to driving value through comprehensive wealth management and strategic banking.

Ann Robinson provides sophisticated wealth management and financial guidance for families and individuals in Greenville.

Services:

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