Edward A. (Ted) Booth, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Richmond, Virginia. Ted leads a team of specialists in portfolio management, trust and estate planning, wealth structuring, tax optimization, and custom lending. With his extensive financial acumen and over 15 years advising clients, he is dedicated to delivering bespoke wealth management solutions to high net worth individuals, families, and institutions.
Ted brings a deep understanding of investment analysis and portfolio construction to his role having spent over 10 years as a portfolio manager. He leverages his extensive experience to oversee the development of tailored investment strategies that align with each client's unique goals, risk tolerance, and time horizon.
Ted's proficiencies extend beyond investment management. He collaborates with his team to provide potential solutions in trust and estate planning, wealth structuring, tax optimization, and custom lending. By integrating these disciplines, he helps to ensure his clients receive holistic advice that optimizes their wealth and preserves their legacies.
With a client-centric approach, Ted is known for building long-lasting relationships based on trust, integrity, and personalized service. He takes the time to understand his clients' objectives and provides guidance that is tailored to their individual needs. His commitment to excellence has earned him the trust of his clients.
Through his leadership and experience, Ted helps his clients navigate complex financial landscapes, optimize their wealth, and pursue their financial goals with confidence.
A Richmond native, Ted holds a Bachelor of Science in finance from Virginia Tech. He is a CFA® charterholder and a member of the CFA® Institute. Ted is also a CMT® charterholder and a member of the CMT® Association. He currently serves on the board of trustees of The Nature Conservancy in Virginia and well as the CFA® Society of Virginia.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT® Association.
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.