Wirehouses, Banks & BDs · Traditional channel
Bank of America Private Bank
Join the private wealth team to coordinate investment advice, planning and banking or trust capabilities for clients.
- Website
- privatebank.bankofamerica.com
- Regulator record
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
4
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$9.4B
Reported practice assets · 4 of 4 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Bank of America Private Bank in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 4
Teams leaving Bank of America Private Bank in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 22 | Lateral | Lisa M. Behun, Dirk J. HarrisLa Jolla, CA | RBC Wealth ManagementWirehouses, Banks & BDs | $2.0B | InvestmentNews |
| Sep 11 | Lateral | Teresa RadzinskiJacksonville, FL | CitiWirehouses, Banks & BDs | $3.0B | AdvisorHub |
| Sep 3 | Breakaway | Trace R. Shapiro, Paul J. Yates, Alexandra G. Escobedo, Michael J. WohlgemuthFort Lauderdale, FL | NewEdgeRIA | $3.1B | AdvisorHub |
| Jul 27 | Lateral | Jesse M. FlattTampa, FL | UBSWirehouses, Banks & BDs | $1.3B | AdvisorHub |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.