Jane S Schellens

Managing Director, PWM Market Executive

Professional Profile

Jane Schellens is a Managing Director and Market Executive for Bank of America Private Bank for Greater CT.  In this role, Jane is responsible for the leadership and client relationship teams that deliver investment, credit and banking, wealth structuring, as well as philanthropic services for both individuals and institutions.  Jane works closely with a number of constituents within the broader organization, including the Consumer and Global Corporate and Commercial Bank.

Previously, Schellens was the Bank of America Private Bank (formerly U.S. Trust) Division Trust Executive for the Northeast Division as well as the Market Executive for the Connecticut and Western Massachusetts markets. Prior to that, she served as Market Trust Executive at Bank of America Private Bank, also in the Connecticut and Western Massachusetts markets.

Schellens has more than 30 years of experience in the wealth management business.  In addition to holding various management roles, she has served as a Trust Business Development Officer and a Trust and Estate Settlement Officer at FleetBoston Financial, Shawmut Bank, and Connecticut National Bank. Prior to joining Bank of America, Schellens was a Financial Planner at Union Trust Company.

Schellens earned her B.A. in psychology from Wheaton College. She is also a CERTIFIED FINANCIAL PLANNER™ professional. She is actively engaged in the local community and broader state, serving on several boards.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

 

EDUCATION

  • Wheaton College

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.