Jack Heiss

Senior Vice President, Private Client Advisor

Professional Profile

Jack Heiss is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, based in the Tampa Bay area of Florida.  He draws on more than 30 years of financial experience, working closely with clients to help them define and pursue the wealth management goals that are most important to them. Jack and his team focus on ultra-high-net-worth families and individuals, including active and retired business owners.  

As the leader of a client’s Private Bank team, Jack brings together seasoned specialists who are committed to helping clients manage the complexities of their wealth. He sets high professional standards to help the team focus on the client’s unique wealth management goals and then measure progress toward each goal. The team can design and deliver strategies for investment, philanthropy, and pre- and post-liquidity event planning. They also offer trust and estate planning services, as well as customized credit and lending solutions.         

Before joining the Private Bank (formerly U.S. Trust) in 2013, Jack had senior leadership positions at Merrill Lynch Wealth Management and Banc of America Investments. His previous experience includes roles as Florida regional director at Banc of America Investments and market leader for Global Wealth and Investment Management in Palm Beach and Tampa Bay.  Following the Bank of America acquisition of Merrill Lynch, he led Merrill Lynch Wealth Management in central Florida. 

In the community, Jack serves on the board of trustees at the Tampa Museum of Art and as chairman of the advisory board at the South Tampa YMCA. He earned a Bachelor of Science degree in business management at Florida State University. At FSU, he was a varsity letterman and assistant coach on the tennis team and a member of Kappa Alpha Fraternity. Jack is married with three adult children.

EDUCATION

  • Florida State University

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Richard M Gordon

Private Client Manager

727.556.2410

Tom A Tagliarini

Portfolio Manager

813.225.8494

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Lea Ann Collins

Senior Trust Officer

727.556.2411

Jarrett M. Greear

Portfolio Manager

813.225.8344

Lila L Miller

Senior Trust Officer

813.225.8588

Key Contacts

Valerie A Budworth

Private Banking Associate II

727.556.2413

Candice J Clark

Private Banking Associate II

727.556.2402

Let's Have A Conversation

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.