Bank of America Private Client Advisor Michael (Mike) J Sonnier

Bank of America Private Client Advisor Michael (Mike) J Sonnier is a Managing Director at Bank of America Private Bank in Houston, Texas. With over 30 years of experience in the financial services industry, Mike works closely with clients to identify their goals and needs, offering personalized guidance on investment management, wealth transfer, credit solutions, and trust and estate planning services. He has a strong background in entrepreneurship, having founded and successfully sold a company focused on providing CFO services to small, family-owned businesses.

At Bank of America Private Bank, Mike and his team prioritize understanding each client's unique situation before creating tailored strategies to help achieve their financial objectives. With a commitment to innovation and a focus on disciplined financial strategies, they aim to provide clients with the tools and resources needed to navigate today's evolving financial landscape.

Clients can access a range of banking, credit, and lending opportunities through Bank of America, N.A., in addition to the personalized services offered by the Private Bank. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Mike and his team are dedicated to making their goals a top priority.

Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and clients are encouraged to consult their legal and tax advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results.

For more than two centuries, Bank of America Private Bank has been helping clients manage significant wealth and achieve their financial goals. With a focus on personalized service, innovation, and a commitment to client satisfaction, the Private Bank is dedicated to providing clients with the tools and resources needed to navigate today's complex financial landscape.