Danielle Beccarelli

Senior Vice President, Private Client Advisor

Professional Profile

Danielle A. Beccarelli is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Princeton, New Jersey.  Danielle and her team provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services.  Danielle also consults with institutional and nonprofit organizations to help them pursue financial stability, mission fulfillment and long-term growth.
                             
She has more than 22 years of experience in institutional asset management and private wealth management. Prior to joining Bank of America Private BAnk, Danielle was an Executive Director/SVP at JPMorgan.   Danielle joined JPMorgan in 1996 as a management trainee and spent the first 19 years in the Commercial Banking’s Government, Higher Ed, Healthcare & Not-for-Profit team as a Senior Client Executive, ultimately leading the firm’s national Higher Education marketing strategy.  She has extensive experience serving financial and organizational needs of nonprofits and has worked with many of our nation’s largest and most highly regarded not-for-profit institutions. In 2015, Danielle joined JPMorgan’s Asset Management division to focus on investment management for Endowments & Foundations as well as Private Banking services for ultra-high net worth families.  

 Danielle and her team provide guidance only after a deep review of each client’s complete financial picture; helping them uncover and prioritize immediate, mid-term and long-range goals and needs.  Consultative in her approach, Danielle underscores the value of listening, and engaging in ongoing dialogues to help capture the changing priorities of the clients she serves.

Danielle obtained a B.S. in Finance from Fairfield University’s Dolan School of Business, with a minor in Economics.  

   

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.