Jennifer M Sweeney

Senior Vice President, Private Client Advisor

Professional Profile

Jennifer Sweeney is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York City. Jenn provides in-depth advice and guidance to high-net-worth clients, helping them deploy their wealth more purposefully while advancing a more efficient approach to multiple aspects of their financial lives. She offers technical insight and practical knowledge paired with a deeply ingrained service ethic, resulting in a client experience that is notable for its impact and immediacy.

Jenn strives to make clients’ lives simpler, easier, and more convenient. Her connectivity across the enterprise, she believes, allows her to expedite requests and uncover solutions more rapidly, advancing client goals. A capable team leader, Jenn also works in concert with seasoned specialists who offer a differentiated level of acumen and advice. Together, they look to discern the opportunities and challenges inherent in each client’s circumstances, anticipating key inflection points and helping clients make informed decisions.

Clients look to Jenn for her tailored approach to diverse needs, including investment management, trust and estate planning services, banking, long-term planning, and philanthropy. Deeply knowledgeable about the Bank’s credit capabilities, she has particular depth in customized lending. Jenn also facilitates effective collaboration with a client’s external tax and legal advisors, as appropriate.

Jenn joined Bank of America in 2010 and transitioned to the Private Bank (formerly U.S. Trust) three years later. She has taken on increasing responsibilities, providing her with a firm foundation in addressing the distinctive needs of an accomplished clientele. She earned her M.B.A. from Binghamton University’s School of Management and her B.S. in Finance with a concentration in Accounting from the Smeal College of Business at the Pennsylvania State University.

Jenn grew up in Bergen County, New Jersey, and currently lives in Hoboken.

EDUCATION

  • Penn State University
  • Binghamton University

LANGUAGES

  • English

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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.

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.