Nancy A. Kistner, CFP® is Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management. In this role, Nancy leads a team of wealth strategists in the New York market and works with high net worth clients in addressing a wide range of financial, trust and estate and tax planning issues. She and her team provide customized strategies for managing clients balance sheets, advise on cash flow and lifestyle planning, income, gift, trust and estate tax planning as well as wealth transfer and intergenerational planning and help structure liquidity events and philanthropic giving plans in addition to advising on equity compensation, including concentrated stock positions and maximizing the benefits of stock options, deferred compensation and restricted stock. Nancy joined U. S. Trust in 2008. Prior to that, she served as Director and Head of Financial Planning in the Citi Private Bank where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to high net worth individuals. She also served as Head of Financial Planning Training at MetLife Financial Services prior to serving in her role at Citi. In prior roles, she gained experience in investment portfolio management, insurance and banking. Nancy received a B.A. in Economics from the University of California, Los Angeles (UCLA). Nancy serves on the Board of The Coalition for Debtor Education in New York City through Fordham Law School whose mission is to assist consumers, with a particular emphasis on vulnerable populations, in understanding and improving their ability to manage their financial affairs. She also volunteers her time serving as a bill payer for seniors through the AARP Foundations Bill Payer Program which is managed by the Council of Senior Centers and Services in New York City and promotes independence for older adults who need help paying bills on time. Nancy also serves on the Board of NYC LEAD (Leadership, Education, Advocacy and Development) for Women which an associate affinity group dedicated to promoting professional womens development to help grow, attract and retain successful women throughout Bank of America.
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