Claudia M Jenkins

Senior Vice President, Private Client Advisor

Professional Profile

Claudia Jenkins is a Senior Vice President and Private Client Manager with Bank of America’s Private Wealth Management. She began her career with Bank of America more than 28 years ago and has extensive experience in Retail Banking, Investment Banking, Wealth Management and Commercial Banking.

As the primary point of contact for existing clients, Claudia draws upon a team of financial specialists, to assist high-net-worth clients — including individuals, business owners and multi-generational families — by offering innovative, customized wealth management strategies to help them pursue their financial and philanthropic goals, including wealth management, trust and estate planning, investment management, charitable giving, customized credit and banking solutions. In partnership with the Private Client Advisor, the team will assist business owners with succession planning to help protect and serve the broader needs of their privately held business.

Originally from Romania, Claudia grew up in Orange County and graduated from the University of Southern California with a degree in Business Administration. Active in the community, she currently volunteers at the local elementary school in her community, and nonprofit organizations focused on ending hunger in Orange County and Eastern Europe.

EDUCATION

  • University of Southern California

LANGUAGES

  • English
  • Romanian

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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

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.

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.