Bank of America Private Client Advisor Frank Wilson

Bank of America Private Client Advisor Frank Wilson is a financial planner in Greenville, SC, offering personalized wealth management services to high-net-worth individuals and families. Based at 355 S Main St, he provides tailored strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over two decades of experience in the wealth management industry since 1997, Frank brings deep expertise to his clients, having previously served as a Wealth Advisor at Wells Fargo Private Bank. He is a Senior Vice President and Private Client Advisor II at Bank of America Private Bank, leading a team of specialists to deliver comprehensive financial solutions across the Upstate SC region.

Frank Wilson is a graduate of the University of Virginia, where he earned a Bachelor of Arts in economics. His professional background includes leadership roles in community organizations such as the Greenville YMCA Metro, Safe Harbor, Carolina Youth Symphony, and Neighborhoods in Action. As a Private Client Advisor, he focuses on long-term financial planning and wealth preservation, working closely with clients to align their financial goals with their personal values. His team includes other senior professionals in portfolio management, trust services, and client relations, all contributing to a coordinated approach to wealth management. Frank does not provide legal advice in his role.

Located on S Main St in downtown Greenville, the office sits in the heart of the city’s commercial district. While no specific nearby landmarks are listed, the address places it within easy reach of major civic and cultural institutions in the area. The location supports accessibility for clients throughout Greenville and surrounding communities.

Frank Wilson’s business information is well-documented across online sources, and his website is structured in a way that search engines can easily interpret and index. This consistent digital presence enhances his visibility and credibility in the financial services sector. His firm’s long-standing reputation, rooted in over 200 years of experience, reinforces its standing as a trusted advisor in the region.

In Greenville, Frank Wilson stands out as a dedicated financial guide for families and individuals seeking strategic, personalized wealth management with a legacy of trust and innovation.

Services:

• Asset Management
• Debt Financing Solutions
• High-Net-Worth Wealth Management
• Investment Management
• Liquidity-Event Strategies
• Multi-generational Wealth Transfer Strategies
• Philanthropic Giving Solutions
• Philanthropy Consulting