Gerald Scott

Managing Director, Portfolio Manager

Professional Profile

Gerald P. Scott, Jr. is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank.  In this role, Jerry is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy.  This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.   In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risked-based  strategies to banking and lending needs.

Prior to joining Bank of America Private Bank, Jerry was a portfolio manager for predecessor organizations of Bank of America and Fleet Financial.  Jerry began his investment career as a registered investment advisor servicing the investment portfolio needs of high net worth clients for Fleet Investment Advisors, Shawmut Bank, and Connecticut National Bank.

 

Jerry earned his Bachelor’s degree in Economics from the University of Connecticut.

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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.