jacqueline lessman

Senior Vice President, Private Client Advisor

Professional Profile

Jackie Lessman is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Philadelphia, Pennsylvania. Using the experience she gained over two decades, she follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them, and is passionate about delivering excellent service.

Backed by a local team of subject matter experts, Jackie helps provide strategic guidance to a select group of high net worth clients with respect to investment management, trust and estate planning services and custom credit and lending solutions. To help ensure coordination of clients’ personal and professional needs, she strives to build effective relationships with their personal attorneys and accountants.

Prior to joining Bank of America Private Bank in 2021, Jackie worked as the Regional Private Banking Manager at Wells Fargo leading the custom lending offering. Over the course of her career, she has held several leadership and relationship management roles at PNC Private Bank.

Jackie holds a B.S. in management and graduated magna cum laude from Salve Regina University located in Newport, Rhode Island. She is also a CERTIFIED FINANCIAL PLANNER™ professional.





*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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.