Jane R Heller

Managing Director, Private Client Advisor

Professional Profile

Jane Heller is a Managing Director and Private Client Advisor at Bank of America Private Bank in New York, New York. She draws on more than 40 years of financial experience to help develop wealth management strategies for an ultra-high-net-worth clientele. Jane attributes her client longevity to the deep commitment she brings to serving her clients and their families.   

Jane has been with the Private Bank (formerly U.S. Trust) since 1995, when she joined a predecessor company, NationsBank. Prior to that, she had over 20 years of experience at Citibank’s private bank, where she was a founding member of the New York metropolitan area office.  

As an avid baseball fan, Jane has long-standing client relationships with leaders within Major League Baseball. She is proud to serve on the board of trustees of the Central Park Conservancy. 

Jane was born in Cincinnati, Ohio, and lives with her husband, Steve Gerard, in Manhattan. They are the proud parents of son Andrew Heller and daughter-in-law Melanie Heller, and adoring grandparents of Harrison and Juliette. Jane and Steve enjoy spending time with family and friends at their homes in Connecticut and Nantucket.

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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.