William Meagher of Bank of America Private Bank is a member of XPX Philadelphia

William J Meagher

Senior Vice President, Private Client Advisor

Bank of America Private Bank

Philadelphia, Pennsylvania

Professional Profile

Call Me When

Call Me When... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

Contact Method

william.meagher@BofA.com

Profession

  • Banker
  • Wealth Manager
  • Professional Certifications

    CIMA

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Estate planning
  • Family business
  • Investments
  • Lending
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Integrated Business Planning

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Philadelphia Individual, Leadership Collaborative

    Member Since

    Member for 4 Years

    Sponsorship Type

    Chapter Leadership Role

    Membership & Sponsorship

    Why I'm a Member of XPX

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