Daleyna Saint-Victor

Daleyna Saint-Victor is a dedicated finance professional with approximately five years of experience at Bank of America, where she specializes in private wealth management and financial strategy. In her current role as a Private Wealth Management Specialist, she works with high-net-worth individuals to develop comprehensive approaches to achieving their financial goals, incorporating financial planning, tax strategies, investment considerations, and long-term wealth preservation. Her expertise is rooted in helping clients make informed decisions while creating strategies designed to support their future success.

Daleyna is recognized for her leadership, initiative, and ability to motivate others. She leads and supports a team of five through weekly meetings, client engagement efforts, and collaboration across departments, including mortgage, investments, and operations. She holds a double master’s degree, including a Master of Business Administration with a focus in Finance from Johns Hopkins University’s Carey Business School, and completed her undergraduate studies in Liberal Arts and Sciences at Florida International University. She continues to expand her expertise through professional development, including pursuing securities licensing and the Chartered Financial Analyst (CFA) designation while maintaining involvement with the CFA Institute.

Driven by a personal commitment to financial empowerment, Daleyna’s passion for the industry was inspired by witnessing her father’s challenges following a company bankruptcy and difficulties accessing retirement savings. This experience shaped her mission to help individuals and families build financial confidence and avoid common financial obstacles. She attributes her success to taking ownership, proactively addressing challenges, and approaching difficult conversations with purpose and empathy. Beyond her professional responsibilities, Daleyna is dedicated to community impact through philanthropic initiatives, including donating unsold boutique dresses to young girls during the holidays, and she is developing a financial literacy platform designed to help high school students build foundational money management skills and confidence early in life.