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2016-02-08T00:00:00.000Z

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Wrong Nancy Kistner?

Ms. 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

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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 ... more

Find other employees at this company (125,115)

Background Information

Employment History

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation

Director

FPA of New York

Director and Head of Financial Planning

Citi

Affiliations

Board Member
FINANCIAL PLANNING STANDARDS BOARD LTD

Board Member
The Coalition for Debtor Education

Board Member
NYC LEAD

Board Member
FPSB Indonesia

Board of Directors of the Certified Financial Planner Board
Standards , Inc.

Board Member
Financial Planning Association

Education

B.A.

Economics

University of California , Los Angeles

Web References (85 Total References)


Members of the inaugural WIN Council ...

www.fa-mag.com [cached]

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.


Summaries of Board Meetings - CFP Board

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.


Summaries of Board Meetings - CFP Board

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.


"The need to attract more women ...

www.cfp.net [cached]

"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


Nancy Kistner, ...

www.fpsb.org [cached]

Nancy Kistner, CFP

...
Nancy Kistner, CFP
...
Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning.
She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.

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