Will Smayda
speaker
387 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Will Smayda’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah, and and Jim, I I'd like to have you on our payroll to lay out our strategy for the Financial Center channel.
I appreciate the setup.
Um
I'm responsible for our 3,650 financial centers across the United States and the 25,000 or so folks that operate inside of them.
It's a wonderful role interacting with our 70 million clients all the time and our 25,000 employees all the time.
I've been with Bank of America for 25 years.
I started my career at Merrill Lynch in
New York and New Jersey grew up working with individuals, helping folks plan for the future, helping folks start up businesses and then prepare for um their eventual passing it down.
So wealth management for a long, long time.
And as you know, during the financial crisis, uh Bank of America acquired Merrill Lynch.
And we had this model uh at Merrill Lynch that we uh
um brought into our consumer financial centers where we could give financial advice to our consumer and specifically our preferred customers who have uh have these long-term planning, long-term savings and wealth management needs.
So it's been a wonderful um bringing together of two massive businesses.
And now they come to life every day in our financial centers.
Yeah, um thanks for the question.
Um
I I think you start with client behavior.
Ma maybe that's obvious, but in the
In the time period leading up to COVID, our customers, because our digital bank had come on so strong, and adoption was really, really positive.
Um, 80% plus of our customers are actively digital with us.
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