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.
Professional Profile
Jarrett M. Greear is a Vice President and Portfolio Manager at Bank of America Private Bank in Tampa, Florida. In this role, he is responsible for creating and maintaining personalized investment solutions based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risked-based approaches to banking and lending needs.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2007, Jarrett was with State Street Global Advisors in Boston, MA where he worked as Team Lead on the Institutional Trading and Operations Group.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure profit or protect against loss in declining markets.
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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.
