Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 2/8/2016 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Nancy Kistner?

Nancy A. Kistner

Managing Director and Wealth Planning Solutions Market Director, U.S. Trust, Private Wealth Management

Bank of America Corporation

HQ Phone:  (704) 386-5681

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Bank of America Corporation

100 N. Tryon St

Charlotte, North Carolina,28255

United States

Company Description

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management prod...more

Background Information

Employment History

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation


Head of Financial Planning Training

Metropolitan Life Insurance Company


Director and Head of Financial Planning

Citi


Affiliations

CFP Board incorporated

Board Member


FINANCIAL PLANNING STANDARDS BOARD LTD

Board Member


NYC LEAD

Board Member


The Coalition for Debtor Education

Board Member


cfp.com

Board Member


FPSB Indonesia

Board Member


Standard's

Chairwoman


Financial Planning Association

Board Member


Education

B.A.

Economics

University of California , Los Angeles


Web References(90 Total References)


www.fa-mag.com

Members of the inaugural WIN Council include: Nancy Kistner, CFP, wealth planning solutions market director, U.S. Trust, Bank of America; Lazetta Rainey Braxton, CFP, founder & CEO, Financial Fountains; Mindy Diamond, founder and president, Diamond Consultants; Mary Beth Franklin, contributing editor, Investment News; Bob Glovsky, CFP, vice chair and senior financial counselor, The Colony Group; Kate Healy, managing director, institutional marketing, TD Ameritrade Institutional; Kate Holmes,CFP, founder and CEO, Belmore Financial; Dr. Ruth Lytton, director, Financial Planning Program, Virginia Polytechnic Institute and State University (Virginia Tech); Elda Macias, vice president, retirement and segment marketing, Ameriprise Financial; Kathleen McQuiggan, senior vice president, Pax World Management; Elissa Ellis Sangster, executive director, Forté Foundation; Karen Schaeffer, CFP, managing member, Schaeffer Financial; Anne Weisberg, senior vice president, Families and Work Institute.


www.cfp.net [cached]

During the meeting, the Board elected Nancy Kistner, CFP® to serve the remaining term of Alan Goldfarb, CFP®, the 2012 Board Chair, who resigned from the Board, effective October 31, 2012.
During the meeting, the Board elected Nancy A. Kistner, CFP® as Chair-Elect of the Board of Directors in 2012, to serve as Chair in 2013. Ms. Kistner is Managing Director & Wealth Planning Solutions Market Director, U.S. Trust, Bank of America Private Wealth Management in New York, NY.


www.cfp.net [cached]

The Board received an update from Chairman Kistner on the recent meeting of the Financial Planning Standards Board in Australia.
During the meeting, the Board elected Nancy Kistner, CFP® to serve the remaining term of Alan Goldfarb, CFP®, the 2012 Board Chair, who resigned from the Board, effective October 31, 2012. During the meeting, the Board elected Nancy A. Kistner, CFP® as Chair-Elect of the Board of Directors in 2012, to serve as Chair in 2013. Ms. Kistner is Managing Director & Wealth Planning Solutions Market Director, U.S. Trust, Bank of America Private Wealth Management in New York, NY.


www.cfp.net

"The need to attract more women to financial planning and to make this career path more attractive to women presents a huge opportunity - for women and for business," said Nancy Kistner, CFP®, chair of the WIN Council and chair emerita of CFP Board's Board of Directors.
Nancy Kistner, CFP®, Wealth Planning Solutions Market Director, U.S. Trust, Bank of America, Private Wealth Management


centerforfinancialplanning.org [cached]

Nancy A. Kistner, CFP®


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory