Full name: Mirna Succari
Current title & company: Senior Vice President, Private Client Advisor at Bank of America Private Bank
Professional snapshot: I’m a Private Client Advisor and seasoned wealth management professional with over 20 years of experience in the industry. I work closely with successful founders, entrepreneurs, C-suite executives and high-net-worth and ultra-high-net-worth families to align their financial goals and wealth intent with tailored, thoughtful strategies. My expertise spans investment management, liquidity solutions and specialized credit, as well as guidance in estate and trust planning, tax planning, philanthropic giving and multigenerational wealth transfer. I have a particular passion for empowering women to take a more active role in their financial lives and their family wealth.
Why I joined TWToday and what I hope to gain: I joined Tomorrow’s Women TODAY to connect with like-minded women who share a passion for leadership, purpose and impact. I’m excited to engage with this dynamic network—both as a learner and a contributor—and to serve as a resource for rising professionals, as well as accomplished women across industries. I believe in the power of shared knowledge, community and collaboration to inspire meaningful progress.
Proudest professional moment and what I’m looking forward to: One of my proudest and most rewarding moments was guiding a client family through the successful sale of their business and helping them transition into intentional, multigenerational wealth planning. What made it especially meaningful was when they came back to express the deep impact we had on their family’s financial well-being—sharing how much peace of mind they felt knowing their assets were now positioned and aligned to help realize their goals and ultimate intent.
Looking ahead, I’m excited to deepen relationships with many more successful families and to support accomplished professional women in confidently preparing for their financial success. I’m especially passionate about helping women take a more active and impactful role in their family finances and long-term decision making.
What I do in my “free” time: When I’m not cooking or entertaining friends and family, you’ll find me curled up with my dog, Cooper, or happily lost in a world of sparkling detail—whether that’s admiring antique jewelry, French crystal or striking art pieces. I love anything that blends story, craftsmanship and timeless elegance.
Core values: Integrity. Empathy. Empowerment.
Fun fact: My dog, Cooper, insisted on homemade meals, so I became a late-night doggie chef. Eventually, I gave up and now hand-feed him fresh food—with a treat in my other hand. Clearly, he trained me, not the other way around.