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.
Caleb Jones is a Vice President and Senior Trust Officer at Bank of America Private Bank in Ponte Vedra Beach, Florida. Caleb works closely with high-net-worth individuals and families, helping them design and implement their financial plans in keeping with their preferences, priorities, and objectives. Knowledgeable and discreet, he draws on an extensive background in trust and estate planning services to support clients in making informed decisions about the structure and administration of their long-term legacies. He works in concert with fellow specialists within the Private Bank, as well as a client’s external tax and legal advisors, as necessary, to advance a unified approach centered on the unique circumstances of each relationship. At Bank of America Private Bank, we recognize each trust, and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Caleb joined the Miami office of Bank of America Private Bank (formerly U.S. Trust) in 2013.
He received his MBA and BBA in trust and wealth management with a financial planning minor from Campbell University in North Carolina and he holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers. Caleb is a member of the Estate Planning Council of Northeast Florida.
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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.