Ryan M. Maley, CFP®, is a Managing Director and Private Client Advisor II with Bank of America Private Bank in Westlake Village, California and Santa Barbara, California. Ryan works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Ryan and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America 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, lending and philanthropy.
Ryan has worked in the financial services industry for over 25 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2022, he served as Private Wealth Advisor II at MUFG Union Bank, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Senior Private Banker with Wells Fargo Wealth Management Group in Westlake Village, California.
Ryan obtained a Bachelor in Science from Cal Lutheran University. Ryan holds the CERTIFIED FINANCIAL PLANNER™ certification.
He is an active board member of Food Share Ventura County and volunteers at Surfrider Foundation Ventura Chapter, California Lutheran University Alumni Club and Santa Ynez Humane Society/DAWG.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® 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.