Patricia Gallardo

WORK HISTORY

EDUCATION

SKILLS

ABOUT PATRICIA GALLARDO

I began my career with Bank of America in 2012 and joined the Private Executive Service (PES) Team in late 2019. In my current role, I provide personalized, high-touch service to ultra-high-net-worth (UHNW) individuals and their families, ensuring their complex financial needs are met with precision and care.Private Wealth Management (PWM) is more than just my career—it is my passion. My priority is to seamlessly support and implement the financial and administrative strategies outlined by Private Wealth Advisors. Beyond my defined role, I strive to deepen relationships with every family I serve. Transparent communication is key, particularly when introducing new and enhanced digital initiatives that streamline time-consuming operational transactions. Additionally, I foster collaborative partnerships with clients’ CPAs, attorneys, and other professional advisors to ensure holistic financial planning.One of my strengths is engaging the next generation of wealth, guiding them toward financial opportunities that align with their long-term goals. My approach has led to successful onboarding experiences, helping younger clients understand the depth of comprehensive financial support we offer.With two decades of experience in financial services—specifically working with UHNW individuals—I have become a valued resource in leading peer presentations on best practices. I specialize in cultivating networks of third-party professionals who provide invaluable insights into estate planning, tax strategies, and retirement planning.Beyond my professional role, I am deeply committed to mentorship and community engagement. As a mentor within Bank of America\'s Parents and Caregivers Network (PCN), I help support and guide colleagues in their professional journeys. Additionally, I actively volunteer at community events hosted by the Disability Advocacy Network (DAN), where I speak on mental health and emotional wellness resources.