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.
Jane Heller is a Managing Director and Private Client Advisor at Bank of America Private Bank in New York City. With more than 51 years of extensive financial service experience she is skilled at helping multiple generations of ultra-high-net-worth families seek ways to grow, preserve and transfer their wealth. Her knowledge of and access to the global enterprise puts Bank of America Private Bank’s total resources at her fingertips. Jane’s clients include many of the most successful and prominent leaders in arts, music, real estate and investment community.
Jane attributes the longevity of her client relationships to her deep commitment to meeting client needs and the future-focused wealth management strategies she brings to her clients and their families. She takes the time to listen and understand client needs and desires and has the courage to be direct and constructive in her dialogue with them. She is particularly adept at structuring the most challenging client financing needs as well as facilitating seamless access to experts providing philanthropic strategies and sophisticated investment instruments.
Jane has been with Bank of America Private Bank since 1995 when she joined a predecessor company (NationsBank) as a founding member of the Metropolitan New York office. Prior to that she had over 20 years of experience at Citibank’s Private Bank.
As an avid baseball fan, Jane has longstanding client relationships with leaders within Major League Baseball and is honored to serve on the Board of Trustees of the Central Park Conservancy. Jane was born in Milwaukee, Wisconsin and grew up in Cincinnati, Ohio. She lives in Manhattan. She is the proud parent of son Andrew Heller and daughter-in-law Melanie Heller and the adoring grandmother of Harrison and Juliette. Jane enjoys spending time with family and friends at homes in Connecticut and Nantucket.
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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.