Bank of America Private Bank expands presence in Amelia Island, Florida

March 5, 2022

New Office and Private Banking Professionals located at The Shops of  Omni.

AMELIA ISLAND – Bank of America Private Bank today announced the opening of a new office on Amelia Island to coincide with the recent hiring of two seasoned private banking professionals, emphasizing the firm’s commitment to helping local high-net-worth individuals and families grow, preserve, and share their wealth. The new office is located within The Shops at Omni Amelia Island, 80 Amelia Village Circle, Suite 92 Amelia Island, Florida.

Todd Mitchell

Todd Mitchell joins Bank of America Private Bank as a Private Client Advisor in Amelia Island, Florida, serving North Florida and Georgia. Mitchell works with a select group of high-net-worth individuals, families, and institutions to discern their complex financial goals and distinctive priorities.

With over two decades of experience, he leads a team of specialists who provide intensive analysis and tactical guidance in investment management, trust and estate planning, credit and banking, wealth structuring and philanthropy. He assists each family to distill complexity, capitalize on opportunities and preserve their long-term legacy.

Mitchell, an active member of the Amelia Island community since 2003, graduated from Penn State University and has an MBA in Finance from the University of Miami.

Michelle Owens

Joining Mitchell’s team, Michelle Owens is a Private Bank Specialist in Amelia Island, Florida. Owens also works with a select group of high-net-worth individuals, families and institutions. She has served high-net-worth families for 17 years.

“Amelia Island is home to many successful and entrepreneurial individuals, as well as families with complex wealth structuring, planning and investment management needs. In response, Bank of America Private Bank is investing and expanding to serve clients locally by opening a new office and hiring seasoned professionals that are members of the community,” said Susan Walker, Bank of America Private Bank Market Executive for Northeast, Florida.

Bank of America Private Bank

Bank of America Private Bank (privatebank.bankofamerica.com) helps high-net-worth individuals, families and institutions grow, preserve, and share wealth and achieve unique goals. Private Bank client teams take a tailored approach to delivering specialized services and expertise, providing boutique-style private banking that leverages the global resources of Bank of America, one of the world’s leading financial institutions. These dedicated teams provide customized solutions for wealth structuring, trust and estate planning, and philanthropy, combined with leading investment capabilities and a full range of sophisticated banking and lending solutions. The business also offers specialized capabilities in the areas of art services, sustainable investing, business ownership and succession planning, and specialty asset management.

Bank of America
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,200 retail financial centers, approximately 17,000 ATMs, and award-winning digital banking with approximately 41 million active users, including approximately 32 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

 

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Bank of America Private Bank expands presence in Amelia Island, Florida

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