At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
John O'Rourke
Senior Vice President, Private Client Advisor
Professional Profile
I am a Private Client Advisor and former business executive who maintains an entrepreneurial spirit and business acumen that many find to be beneficial. I have been active in the South Florida Business Community for over 37 years and enjoy working with high-net-worth individuals, their companies, and family members. I believe in the importance of developing strong relationships with my clients and take the time to listen and understand. I am a CERTIFIED FINANCIAL PLANNER™ certificant and work with a dedicated team of experienced specialists. Our capabilities are vast. We focus on creating win-win financial solutions and provide comprehensive wealth and estate planning, customized credit and lending, everyday banking, and investment solutions.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
EDUCATION
- Boston University
- Christopher Columbus High School
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
