Gabriele Bliss is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. She serves a nationwide clientele of ultra-high-net-worth families, business owners and entrepreneurs. Gabriele works closely with her clients to identify their wealth management goals and create strategies for pursuing them. She takes a team approach to complex wealth management, surrounding clients with experienced subject-matter specialists and connecting her clients with Bank of America’s extensive resources.
Based on each client’s distinct wealth management goals, Gabriele convenes and leads a team that includes a wealth strategist, portfolio manager and trust officer. The team offers strategies for investment management, asset preservation, philanthropy, and succession and liquidity event planning, as well as trust and estate planning services. Gabriele and her team also work with families to provide financial empowerment and education. She can coordinate with external advisors on her client’s professional team, including attorneys and CPAs, to implement wealth management strategies.
Gabriele has more than 30 years of financial services experience that encompasses banking, investment management, philanthropic strategies and customized lending (including residential real estate, commercial real estate, aircraft, yacht and art lending). She began her career with Bank of America in 1987 and has been with the Private Bank (formerly U.S. Trust) since its inception.
Gabriele supports the Arizona Foundation for Women, Pathways, and other philanthropic organizations that focus on women, children and solutions to homelessness. She and her husband are active in their church and enjoy volunteering in the community.
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.