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.
Jacquelyn Hernandez is a Managing Director and Private Client Advisor with Bank of America Private Bank in San Francisco, California. Jacquelyn works closely with high-net-worth individuals, multigenerational families, and business owners to help optimize and manage their wealth. She takes a high-touch, consultative approach to helping her clients navigate the unique challenges of managing their wealth. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, business transition and liquidity event strategies, lending, and philanthropy. By identifying a client's primary goals and needs, Jacquelyn and her team coordinate local resources and the national capabilities of the Bank of America enterprise to help clients reach their personal, financial, and business objectives.
Jacquelyn has worked in the financial services industry for 20 years. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2022, she served as Managing Director and Private Wealth Advisor at Wells Fargo Wealth and Investment Management, helping give her experience and insight into the wealth management needs of ultra-high-net-worth individuals and families. Jacquelyn has earned her Accredited Wealth Management Advisor™ (AWMA™) designation from the College for Financial Planning Institutes Corp. She is a Certified Exit Planning Advisor (CEPA®), awarded by the Exit Planning Institute, and is a member of the International Community of Certified Exit Planning Business Advisors.
Jacquelyn and her family live in the Bay Area. When she is not at work, she enjoys spending her time with her family, traveling, and learning about new cultures.
*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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
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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.