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MEMBER PROFILE

 

William Meagher

Bank of America Private Bank

 

Member profile details

Membership level
Philadelphia Individual
First name
William
Second name/initial
J
Last name
Meagher
Suffix
Jr.
Title
Senior Vice President, Private Client Advisor
Company
Bank of America Private Bank
 

XPX ROLE

Leadership Role
Membership, Sponsorship
 

CONTACT INFORMATION

City
Philadelphia
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CIMA
In Business Since
1987
How to contact
Business Focus
Integrated Business Planning
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