Pactrust Bank

At City National Bank, we're here for every stage of the journey. Investment products: • Are not insured by the FDIC or any other federal government agency • Are not deposits of or guaranteed by a Bank or any Bank affiliate • May lose value Equal Housing Lender | NMLSR ID# 536994 City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada, one of the world’s largest banks. Brokerage Services are provided through City National Securities, Inc. (Member FINRA/SIPC), a subsidiary of City National Bank. Investment management services provided by City National Bank through its wholly owned subsidiary City National Rochdale, LLC, a SEC registered investment advisor.

Bank of America Private Bank, with over 200 years of experience, specializes in helping high-net-worth clients navigate the complexities of wealth management. Their personalized approach combines extensive resources and in-depth knowledge in areas such as investment management, trust and estate planning, and philanthropy to create comprehensive wealth management plans. Led by experienced professionals like Managing Director and Private Client Advisor Heidi Lynn, the team is dedicated to building strong, transparent relationships with clients to understand their unique financial goals. The firm emphasizes the importance of innovation and adapting to evolving markets while remaining committed to clients' best interests. Generated from the website