Amy Lawrence

HFA ROLE

  • HFA Southeast Regional Director

BUSINESS TITLE/FIRM

  • Vice President and Private Client Advisor, Bank of America Private Bank

Amy Lawrence is a Vice President and Private Client Advisor at Bank of America Private Bank based in Miami, Florida. She works with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to help define, pursue and integrate their financial priorities.

Addressing both the assets and liabilities of her clients’ balance sheets, Amy takes a collaborative, thoughtful, and integrated view of their resources She and her team focus on addressing the complexity that can accompany significant wealth, helping clients enact cohesive strategies that leverage the breadth of offerings at Bank of America Private Bank.

Based in south Florida, Amy is attuned to the economic conditions that have attracted new clients to the Miami area. She frequently serves as a guide to help weigh the financial, business, personal, and philanthropic decisions that accompany a relocation to the state. Amy supports business owners with guidance on succession planning and exit strategies and helps deliver professional oversight to support their post-sale wealth management needs.

Amy joined Bank of America Private Bank (formerly U.S. Trust) in 2016. She has a Bachelor of Science degree from the University of Miami and a Master of Science degree from the London School of Economics.

Active in her community, Amy currently serves as president of the Miami Finance Forum and the Southeast regional director for the Hedge Fund Association.