Patrick Suciu is a CFP ®, Senior Vice President, and Private Client Advisor at Bank of America Private Bank in San Francisco. He works closely with clients to address a range of wealth management needs. Patrick leads a team of Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, and philanthropy. He also offers his clients access to complex credit include art and aviation lending opportunities at Bank of America, N.A.
Patrick has advised private company owners and family offices since 1993. Prior to joining Bank of America Private Bank, Patrick served as Director of Client Service for PwC’s Northern California Private Company Practice providing him with invaluable insight into the wealth management needs of high net worth individuals and families. In addition to PwC, Patrick also served as a Financial Consultant at Merrill Lynch Wealth Management and a Premier Banker at Bank of America earlier in his career.
Patrick obtained a Bachelor of Science in Finance and Business from Miami University and a Certificate in Financial Planning from University of California Berkeley Extension.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.