Jamie Andersen

Senior Vice President, Private Client Advisor

Professional Profile

Jamie Andersen is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in Naples, FL.  She leads a team of specialists that implement tailored financial strategies in investment management, custom lending, trust and estate planning, and philanthropy.  Jamie’s team takes a holistic approach to working with high net worth families and institutions, addressing both their current financial needs and multi-generational wealth goals.  She enjoys working with clients to streamline their financial affairs and sustain their legacies.  Jamie also serves on the Bank of America Leadership Team for Lee and Collier counties. 

Prior to joining Bank of America Private Bank in 2016, Jamie served as Executive Director of the American Red Cross in Florida's Southern Gulf where she provided leadership to hundreds of volunteers as they supported over one million Southwest Floridians.  Preceding that role, Jamie worked in Manhattan in senior financial services positions at J.P. Morgan and Bank of America Corporation where she provided strategic advice to private banking and corporate clients.  Jamie received her B.A. from Wellesley College where she graduated magna cum laude, was elected to Phi Beta Kappa, and served as College Government President. 

Jamie is passionate about serving the community and advancing every generation.  She is Chair of the Board of the American Red Cross in Lee, Collier, Hendry & Glades counties and is Vice Chair of the Community School of Naples Annual Fund.  She serves on the Junior Achievement Business Hall of Fame Collier Advisory Board and the Collier County Infrastructure Surtax Citizen Oversight Committee.  She is a member of the Forum Club of Southwest Florida, the Wellesley Business Leadership Council, and is a graduate of Leadership Collier.  Jamie’s greatest joys are her wonderful husband and two children. 

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

Lillian V Roche

Private Client Manager

239.254.3257

Freddy E Mantilla

Private Client Manager

239.254.3204

Edward C. Casaletto

Portfolio Manager

239.254.3210

Mark T Milford

Senior Trust Officer

239.254.3205

Samuel Munn

Senior Trust Officer

239.390.4842

Carlos A. Rodriguez

Wealth Strategies Advisor

813.225.8741

Antonino S Rossitto

Portfolio Manager

239.254.3222

Eliot J Schlossberg

Portfolio Manager

239.254.3287

Michael Reed

Portfolio Manager

239.254.3208

Key Contacts

Chona A May

239.254.3223

Elizabeth (Liz) M Semmerling

941.951.4119

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 (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.