Managing Director, Private Client Advisor
Bank of America Private Bank
Nan Salley-Gudaitis, CTFA, CAIA, is a managing director and private client advisor with the Private Bank for Bank of America. She has been catering to the needs of business owners, corporate executives, their families and foundations throughout Southern California since 1996. To aid her in addressing their often-dynamic situations, she works with a dedicated team of specialists with experience in trust and estate planning services, wealth structuring, sophisticated credit and lending solutions, investment management, and philanthropic guidance.
Having served multiple generations of families, Salley-Gudaitis has the knowledge, resources and experience to help clients transfer their wealth, fulfill philanthropic goals, minimize wealth transfer taxes, and handle their trusts and estates with the highest level of professionalism and sensitivity.