Wesley D. Weise is a Senior Vice President and Private Client Advisor for Bank of America Private Bank, specializing in customized strategies for asset management and credit needs of high net worth clients. In this capacity, Wesley works with successful individuals, families, business owners and executives, as well as non-profit entities, to help them pursue their goals. Bank of America Private Bank services include asset management, manager selection, estate planning services, retirement planning, business succession planning, tax minimization strategies and personalized lending strategies.

Prior to joining Bank of America Private Bank in December of 2014, Wesley was with Northern Trust in the Wealth Strategies Group working with high net worth families. He joined Northern Trust in California in 2000, relocating to Colorado in 2006.

Wesley has co-taught for the CPE4U (previously University of Denver Graduate Tax Program). He was a member of the 2008 Downtown Denver Partnership’s (DDP) Leadership Program and is past chair of the Membership Committee for the DDP. He is a past board member, having served as secretary and then vice chair, for the Bonfils Blood Center Foundation. Additionally, Wesley is a past advisory board member, including past treasurer, for Colorado Philanthropic Advisors Network, he’s a member of the Rocky Mountain Estate Planning Council, on the associate board for ACE Scholarships and is the Legacy Board chair for the Colorado Companies to Watch program.

Wesley holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Note: Wesley does not provide tax advice in his role at Bank of America Private Bank.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.