Bank of America Private Client Advisor Nazanin Saidi 500 Newport Center Drive, Newport Beach, CA 92660

Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals.

In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.

Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. The institution does not serve in a fiduciary capacity with respect to all products or services offered. For more information, visit the Bank of America Private Bank website.