Thomas Pinckney of Bank Of America Private Bank is a member of XPX South Florida

Thomas Pinckney

Private Client Advisor

Bank Of America Private Bank

Palm Beach, Florida

Professional Profile

Call Me When

Call Me When... A client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.

Contact Method

thomas.pinckney@bofa.com

Profession

  • Banker
  • M&A Intermediary
  • Wealth Manager
  • Professional Certifications

    Series 7, 31, 66

    Functional Expertise

  • Business development
  • Capital markets
  • Charitable giving
  • Equity
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private placements
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Middle Market Business Owners

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    South Florida Founders

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Director & Membership Chair

    Why I'm a Member of XPX