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As you go through life, your financial needs change and evolve, as do the solutions that will help you pursue those needs. Bank of America’s family of companies bring you an exclusive array of financial planning benefits through the Wellington Management Financial Wellness program.


Wellington Management Employees Only

Take advantage of this exclusive program for Wellington managing directors and executives. To get started, contact:


Katie P. Walker, Senior Vice President
Bank of America, U.S. Trust Private Wealth Management

1 Offered through U.S. Trust, Bank of America Private Wealth Management.

2 Neither Bank of America nor any of its affiliates provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.