Annette Musa is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. Annette is committed to building strong client relationships with ultra-high-net-worth families and individuals, including many business owners and women facing the financial challenges of inheritance, divorce or widowhood. She works closely with clients to help them create wealth management strategies based on a deep understanding of their life and legacy goals.
Annette leads a team of knowledgeable, experienced specialists from the Private Bank who collaborate to design and implement wealth management offerings tailored to individual client needs. The team can offer strategies for investment management, philanthropy and liquidity event planning; trust and estate planning services; and credit and lending solutions. On request, they will work with other members of the client’s professional team (including attorneys and CPAs) to coordinate the implementation of wealth management strategies.
Annette has more than 30 years of investment and wealth management experience. Prior to joining the Private Bank (formerly U.S. Trust) in 2017, she was a wealth advisor, regional manager and Arizona market president at Comerica. She earned a bachelor’s degree in business administration and management at the University of Phoenix while working fulltime.
Active in the community, Annette has a special interest in Hispanic organizations. She is on the Executive Board of the Arizona Hispanic Chamber of Commerce, on organization that promotes the success of Hispanic-owned and small businesses by facilitating business relationships, economic development and sharing of knowledge for the benefit of the State of Arizona and the growth and success of the members of the Chamber.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.