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.
James C. Duncan (J.C.) is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in San Diego, California. J. C. works closely with high-net-worth individuals and families to help manage the complexities of their wealth. By identifying a client's primary goals and needs, J. C. and his team coordinate local resources and the national capabilities of Bank of America Enterprise focused on helping clients reach their objectives. He 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, liquidity event strategies, lending and philanthropy. J. C. has worked in the financial services industry for 31 years.
Prior to joining Bank of America Private Bank, he served as a Private Wealth Advisor at another local wealth management firm and previously, was a Regional Manager with Merrill for seven years. In addition to his experience in wealth management, J. C. has held various positions in home builder finance, structured finance emphasizing commercial real estate and private aircraft, and mortgage lending.
J. C. and his wife moved back to San Diego in 1999 where they raised their three children and have enjoyed watching them compete in their respective sports.
J. C. obtained a Bachelor of Arts degree in public administration and a minor in Spanish from San Diego State University. He also obtained his Personal Financial Planning Certificate from San Diego State University.
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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.