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.
Jason Lynch is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Seattle, Washington. He has worked in private banking since 1996, and leads a team of selected specialists that assists accomplished women and men who can benefit from customized financial strategies spanning multiple disciplines.
Jason serves the specialized needs of technology and other corporate executives, business owners, wealthy families and non-profit organizations. Given the complex financial challenges facing clients in their personal and business lives, Jason and his team formulate and implement personalized strategies across asset management, trust and estate planning services, business succession planning, philanthropic services, and customized lending. The team also works with clients approaching liquidity events.
Devoted to serving clients’ most cherished goals – especially for family and philanthropy – Jason reminds clients that the lessons of having and understanding wealth should be shared with their children. He is happy to provide guidance to “the next generation” on developing meaningful financial habits.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016, Jason was a senior private banker with Morgan Stanley Private Bank where he helped tailor credit solutions for high-net-worth and ultra-high-net-worth individuals and families, as well as non-profit organizations.
Jason holds a Bachelor of Science degree from the University of Tennessee. Currently, he serves on the board of Alexander Hamilton Scholars, a national organization that helps high-achieving, low-income students to transition from high school to college and beyond. An avid hiker and mountain climber, Jason puts a premium on family time spent with his wife, Holly, and their two young children.
- University of Tennessee
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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
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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.