Welcome EY Partners
Executive Wealth Services is a tailored corporate benefits program for senior executives provided by Bank of America.
Personalized wealth planning integrated with your company benefits
Designed with you in mind, the Executive Wealth Services program offers unique benefits and resources to help you simplify your financial lives. Through our integrated and holistic planning approach, we will help you optimize your compensation and benefits plans, mitigate risk and help you focus on what matters most.
Compensation and benefits
Managing the details to save you time and help you see the bigger financial picture:
- Understand and maximize the value of the compensation and benefits plans available to you
- Evaluate your deferred compensation plan
- Review your equity compensation plans – stock options strategies, RSU vesting, concentrated stock
Wealth and estate planning
A dedicated team of advisorsfootnote1 work with you to create a holistic wealth plan with access to:
- Cash flow modeling
- Retirement planning
- Tax minimization strategies
- Mitigating concentrated stock risk
- Wealth transfer and charitable planning
Amy Permenter, Executive Wealth Strategist, Bank of America Private Bank
Get started
Let’s learn about what matters most to you. It all begins with a conversation with your Executive Wealth Strategist, Amy Permenter, who can customize a wealth planning session based on your goals.
Access award-winning global researchfootnote5 and thought leadership
Your advisor team can offer perspectives and insights relevant to your personal situation. Read some of our latest thought leadership:
1 May be a Bank of America Private Bank or Merrill Lynch Wealth Management employee.
2, 3, 4 Services provided by Bank of America, N.A.
5 BofA Securities Global Research was named the #1 research provider in Institutional Investor’s All-America Research Team survey, published on Oct 24, 2023, with rankings based on data collected during the polling period of May 30 – June 23, 2023. A description of the award methodology is available here (https://www.institutionalinvestor.com/section/research/all-america-research-team/2024). Compensation was not provided by BofA Global Research or any analysts in exchange for the award.
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.