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Edward Pinnell profile image

Edward Pinnell

Senior Vice President, Senior Trust O... at Bank of America Private Wealth Management
Intro Book
Edward Pinnell is a seasoned wealth management expert with 25+ years of experience, holding senior roles at top institutions, including Bank of America Private Wealth Management and PNC, with expertise in estate planning, trust services, and high net worth individual management.
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Location
Chicago, Illinois, United States, US
Skills
  • Wealth Management
  • Estate Planning
  • Trusts
  • Financial Planning
  • Probate
  • Show all
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Bio

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Edward Pinnell is a seasoned wealth management expert with over two decades of experience in trust, estates, and financial planning. As a Senior Vice President at Bank of America Private Wealth Management, he has successfully managed high-net-worth individual relationships, exceeding new business development goals and delivering advanced estate and wealth planning strategies. Pinnell's extensive background includes stints at PNC, Commerce Trust Company, The Bank of Edwardsville, and Mercantile Trust Company (US Bank), where he honed his skills in portfolio management, security selection, and trust administration. He holds an MBA from Southern Illinois University, Edwardsville, and is a Certified Trust and Financial Advisor (CTFA) designation holder. A respected member of the Estate Planning Counsel of St. Louis, Pinnell brings a unique blend of expertise and passion to his work, serving clients with tailored wealth management and estate planning solutions.

Experience

  • Bank of America Private Wealth Management
    • Chicago, Illinois, United States
    • Senior Vice President, Senior Trust Officer
      • Feb 2017 - Present
      • Chicago, Illinois, United States

      Senior Trust Officer with Bank of America, Private Wealth Management. Trust, estates and agency account relationship management. Supporting new business development and on-boarding of new clients within central network of Merrill Lynch advisors.

  • PNC
    • Greater St. Louis Area
    • Vice President, Senior Fiduciary Advisor: PNC Wealth Management
      • Jul 2007 - Feb 2017
      • Greater St. Louis Area
  • Commerce Trust Company
    • Greater St. Louis Area
    • Vice President and Trust Officer
      • Sep 1997 - Nov 2006
      • Greater St. Louis Area

      Responsible for over 100 family relationships with assets exceeding $200 million. Specialized in advanced estate and wealth planning strategies including family limited partnership structure and administration and wealth succession planning. Consistently exceeded new business development goals.

  • The Bank of Edwardsville
    • Edwardsville, Illinois
    • Vice President, Trust & Investment Officer
      • Apr 1995 - Mar 1997
      • Edwardsville, Illinois

      Trust and Investment officer including responsibility for making portfolio management and security selection recommendations to committee, existing trust administration and new business development.

  • The Bank of Alton
    • Alton, Illinois
    • Vice President
      • Jun 1991 - Apr 1995
      • Alton, Illinois

      Responsible for running small trust department for community bank, including trust account administration, portfolio management and security selections, operations and accounting systems, regulatory and compliance audits and new business development.

  • Mercantile Trust Company (US Bank)
    • Greater St. Louis Area
    • Trust & Investment Officer
      • Jun 1982 - Jun 1991
      • Greater St. Louis Area

      Management development candidate, special assets investment officer, including closely held business administration and valuation analyst, real estate, agriculture, oil/gas mineral interest specialist, credit analyst for commercial real estate.

Education

  • 1978 - 1982
    Southern Illinois University, Edwardsville

Suggested Services

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Industry Focus. “Investment Banking”

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