Jane M S Fortune

Senior Vice President, Private Client Advisor

Professional Profile

Jane Fortune is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Richmond, Virginia. She works closely with ultra-high-net-worth individuals and families, helping them to identify their wealth management priorities and create customized strategies for pursuing them. She is committed to making a large bank seem boutique-like by delivering a broad range of financial services with a personal touch. 

As the leader of a client’s Private Bank team, Jane coordinates local resources and national capabilities to provide client-focused guidance on complex wealth issues. She and her team can offer strategies for investment management, pre-liquidity event planning and philanthropy, trust and estate planning services, as well as credit and lending solutions.  

Jane brings three decades of financial experience and insight to client relationships. She has worked at Bank of America for most of her career, holding positions in financial centers, mortgage services, premier banking and wealth management. Jane began her financial services career at Sovran Bank (a Bank of America predecessor) in 1990. Prior to joining the Private Bank (formerly U.S. Trust) in 2019, she spent three years as a private client relationship manager at First Tennessee Bank in Richmond. 

Jane earned a B.S. degree from the McIntire School of Commerce at The University of Virginia. A lifelong resident of the Richmond area, she and her husband have raised three children here. She is active in the community as a volunteer with Douglas Freeman High School, Habitat for Humanity and Tuckahoe Little League.

 

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

Charlotte B McGee

PWM Market Executive

804.887.8801

A (Eric) Eric Kauders

Market Trust Executive

804.887.8780

Dessie B. Nash

Market Investment Executive

804.887.8851

Mark Kemp

Private Client Manager

804.887.8759

Basil M Jones

Private Client Manager

804.887.8776

Karen Buchanan

Senior Trust Officer

804.887.8818

David L Yarter

Senior Trust Officer

804.887.8761

Elizabeth R King

Senior Trust Officer

804.887.8834

Wesley A Townshend

Senior Trust Officer

804.887.8811

James C. Templeman

Portfolio Manager

804.887.8841

James A Wiltshire

Portfolio Manager

804.887.8772

Edward (Ted) A Booth

Portfolio Manager

804.887.8787

Mark W Shoemaker

Portfolio Manager

804.887.8840

Key Contacts

Cecelia D. Grimes

Private Banking Associate II

804.887.8751

Candace Elaine Babb

Private Banking Associate II

804.887.8792

Heidi Valentino

Private Banking Associate II

804.887.8839

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.