Anne Kelligrew Stclair

Background

About Anne Kelligrew Stclair

As a Private Client Advisor, I am responsible for providing comprehensive wealth management strategies tailored to meet our clients’ specific needs. Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning (including insurance) are core focus areas of my practice at Bank of America Private Bank. I take the time to understand our clients’ unique objectives and direct a team of specialists — often working closely with external attorneys and accountants — to provide services that help our shared clients work toward their goals and objectives. I guide my clients and advisors in times of family transition with empathy and expertise. The Investments & Wealth Institute is the owner of the certification mark CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed initial and ongoing credentialing requirements for investment management consultants.